Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Safeguard Scientifics SFE -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (4225)	8/4/2000 10:04:41 PM
From: MGV	Respond to of 4467

Tuck, I don't think I have ever seen SFE move on earnings. In my experience, its drivers are NAV and its IPOs. On that score, the higher the perceived quality and the better the IPO market, the stronger the impact on SFE. I do think the IPO market has improved from April - June bottom. SFE likely will announce an IPO w/in the next 30-45 days. That will be a catalyst. The strength of its public companies in the wake of the positive earnings you noted also will help. People like James Cramer have gone on record to question the incubator model. The sentiment for SFE, ICGE, and CMGI has been extremely negative, echoing Cramer's stated view. Putting the positive near term catalysts together with the extremely negative sentiment, I think a buy here is timely. We know the SFE model works. We know they have been able to take interests in solid private companies over the past 4 months with the tech washout. We know there will be a post-summer tech rally. In hindsight, $98 was above fair value. In my view, 60-70 is closer to fair value now. That is the way I see it. I'll let you know what I find out about reporting date. Cheers - Mark

To: tuck who wrote (4225)	8/6/2000 3:31:17 PM
From: washcapsfan	Read Replies (1) \| Respond to of 4467

Tuck We have a shared interest in a certain PA based cancer-preventative company. Given that, I am very curious as to your thoughts, if any, on CVSN. It is only a little higher than the SFE rights offering of a few years ago. However, it has enjoyed a unique FDA approval, as well as extension into a number of cancer screenings for Pathologists. Thank you also to Sixers, for the SI membership. I have been luring on this thread since its inception, and have found the postings quite informative, particularly those of Michael Potter.