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

To: robert miller who wrote (1392)5/19/1998 1:03:00 PM
From: John Arnopp  Read Replies (1) | Respond to of 4467
 
bob,

I think it would stink. CCOR is least known (and, I believe, least loved). Safeguard reduced its holding to zero, and may not be on good terms with CCOR management. I don't think AXSI would benefit from a company with a string of losses and not too much to offer. CCOR (along with NM) is a reminder that SFE is not always right on, even when they try hard (I think they got USDC turned around, though, no?).

I'm much more hopeful about the AXSI/XL Vision/Who? Vision combination that I see coming.

Is there something you see in CCOR you like, or in the combination? I'm still wondering what's driving SFE up, uP, UP so much. All this momentum in this toppy market is scaring me. I don't know whether I should sell some SFE now and buy it back later (cheaper), or if something crazy is about to happen.

I need a vacation.

--John



To: robert miller who wrote (1392)5/20/1998 1:45:00 PM
From: John Arnopp  Respond to of 4467
 
bob,

While I'm still not keen on an AXSI/CCOR alignment, perhaps there is something there. If you look at these press releases:
nrid.com
and
nrid.com

Then, think about one conglomerate: W?V, NRID, CCOR, and AXSI. Somehow, perhaps the whole could be worth more than the sum of the parts? Very much speculation on my part, but there is a common thread: XLV/Safeguard (really, pretty much all XLV, though).

Any thoughts?

--John


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