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

To: Bryan Steffen who wrote (1418)	5/29/1998 2:35:00 AM
From: William R. Polk	Read Replies (1) \| Respond to of 4467

Current short interest for the NASDAQ companies in SFE's public porfolio: Company 5/98 4/98 % chg. Avg.Daily Vol. CATP 555,178 624,072 -14.6 519,289 CCSC 109,950 170,278 -35.4 139,936 CMPC 1,033,973 1,430,145 -27.7 363,844 CVSN 21,548 23,032 -6.4 50,843 DOCC 36,497 151,608 -75.9 34,655 DTPI 31,330 19,913 57.3 64,777 ISCG 5,302 5,217 1.6 11,318 OAOT 44,631 92,318 -51.7 91,424 SCAI 1,000,065 1,118,886 -10.6 90,861 TESI 6,474 6,400 1.2 7,983 USDC 14,694 15,641 -6.1 11,360

To: Bryan Steffen who wrote (1418)	6/2/1998 11:33:00 AM
From: John Arnopp	Read Replies (1) \| Respond to of 4467

Bryan and all: The market does not look too good now for announcing technology IPOs, but if Safeguard is going to make three this year, they will have to announce the next one by June 15 (assuming they want to 1. have only one offering per quarter and 2. want to keep an offering confined to one quarter). If they reneg so soon on 3 per year, that would be very bad. One the other hand, having two in one quarter (Q4) could get really interesting. The third possibility--that I'm not so excited about--is that they consider the next offering, that of The Intellisource Group, as two rights offerings because of the Intellisource/RMS merger. Any thoughts? --John