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

To: robert miller who wrote (1227)	3/15/1998 5:35:00 PM
From: William R. Polk	Read Replies (1) \| Respond to of 4467

Bob, here are some of my current (random) thoughts on TESI: Positive: 1) TESI has a good product which has gotten good reviews; 2) TESI has worked very hard the last few quarters in building a distribution channel for the product. 3) TESI needed to show a profit last quarter to restore some investor confidence. It did. Negative: 1) TESI is a one product company. 2) Although TESI showed a profit last quarter, it basically "robbed" R&D to do so. 3) There is nothing particularly unique about what TESI does. Another company (it seems to me) can come along and do the same thing. (Contrast this with SCAI, which although a smaller market, is such a specialized niche that entry by a competitor is more formidable) I am looking for TESI to do $.02 this quarter. If it succeeds and it looks like revenues are growing appropriately, I will probably add to my position. If TESI does $.03 I would consider it a "blowout" quarter.