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

To: John Arnopp who wrote (1053)	1/31/1998 1:22:00 PM
From: DaveHunt	Read Replies (1) \| Respond to of 4467

Hi John, Can you post the details behind your NAV number ?. This would be greatly appreciated !. Do you know when Chromavision or OAO are going to post their Quarterly earnings ?. Do you have any thoughts on the new spin-off ?. SFE has languished now for quite some time in the low-30's and just to figure out what it going to take to get this stock moving up and over $40 again. (They haven't rung the bell at SFE for quite some time now !!) Dave

To: John Arnopp who wrote (1053)	2/4/1998 9:14:00 AM
From: still learning	Read Replies (1) \| Respond to of 4467

Seems to me Sanchez and CATP are the inflection points right now. CATP making a run, but I kind of hope SFE is using the chance to cash in and exit a bit, though had they done so earlier (like me) they'd have left a lot on the table. What's going on with Sanchez? A month ago, I was thinking the SCAI's the limit. Now it looks like the SCAI's falling (it is!). To get the real recognition of NAV, I think we need a double-header -- two rights offerings simultaneously. Don't think it's ever in the cards, but maybe one of the sub-subsidiary spinoffs can accomplish that through timing to match Documentum. Mostly wishful thinking and entirely unsubstantiated...