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

To: John Arnopp who wrote (4449)	1/17/2004 3:25:12 PM
From: still learning	Read Replies (1) \| Respond to of 4467

Thanks John, A 227% premium? Wow. It's going to be hard to drive the NAV much, even with IPOs. I find it interesting that there are only 9 or so individual company/non-fund investments these days. That makes it hard for the mkt to value the co, and hard for the company to rise on NAV unless one of its underlying stocks goes bonkers. Looking forward, when and if the 20-40 co's owned by the funds go public -that will drive SFE stock and revenue growth SFE is doing very little to shed light on the investments held by the private funds). For now, I think they are SFE is still consolidating, trying to pare down the debt, sell off whatever they can as opportunistically as possible, and wait for the IPO market to return. When I look at $5.60+ per share, I think the stock may have gotten ahead of itself lately. JMHO