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

To: John Arnopp who wrote (1126)2/19/1998 3:09:00 PM
From: David Lawrence  Read Replies (1) | Respond to of 4467
 
>>Would Safeguard shareholders be better off with XL Vision public?

I think not. Let's face it -- under current conditions we're receiving market capitalization for the public portfolio, and nothing for the private portfolio. IF SFE, with its proven track record, doesn't receive and value for its private portfolio, how well would XLV be rewarded for its? Safeguard is better off keeping it as an incubator. Now, if the market valuation paradigm changes to reflect the value of the private portfolio(s), then they can either take it public or let it be counted as part of SFE's private portfolio. I think long-term shareholder value is being served by leaving it how it is.



To: John Arnopp who wrote (1126)2/19/1998 6:25:00 PM
From: robert miller  Read Replies (1) | Respond to of 4467
 
John,

Right after that Pete Musser said "Chances are it stays as a private company."

Those sound like hedge words.

Another subject, I really like the way TESI is looking recently. It took out the 52 week high yesterday and then retreated. Today it consolidated. I believe this one is in for more good times.

Also, I sold CATP yesterday and purchased additional SFE. I still like Catp, but it seemed too expensive.

bob


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