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

To: John Arnopp who wrote (4441)1/7/2004 7:52:45 PM
From: David Lawrence  Respond to of 4467
 
Hi, John. All's well. Had a very good '03, and I recently started moving into cash. What's still invested is mostly in cyclicals. My only significant tech positions are Citrix and Sanmina.

Hope you fared will in '03, and are off to a good start this year!



To: John Arnopp who wrote (4441)1/14/2004 12:37:20 PM
From: still learning  Read Replies (2) | Respond to of 4467
 
Time to revive this board. With the recent moves by ERMG, CVSN, and SFE I'd be interested to do some more fundamental analysis on the stock. It looks like SFE has stopped posting ownership % and NAV on their site. Interesting development.

John, do you still have a handle on this?

Glad to see all are alive and well. Best regards,

SL


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