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

To: ncs who wrote (1496)7/10/1998 5:20:00 PM
From: John Arnopp  Read Replies (2) | Respond to of 4467
 
Neil,

You may be right, and the corporate arena is certainly going to be a big, and probably the first, market. But, to achieve the high valuations of a company like Yahoo or Excite, W?V is going to have to offer more than just a better lock and key.

They will have to become a "concept" company, like the web portals, not just another laptop lock, security protocol, or hardware device. They will need to capture the hearts and minds of Internet users (and investors) the way the other net stocks have. This will require them to be on everybody's lips--and at their fingertips!

Just my take on it. I sure there are others.

--John



To: ncs who wrote (1496)7/13/1998 12:39:00 PM
From: still learning  Read Replies (1) | Respond to of 4467
 
IMHO, DOCC should be DOGG. Not a flier, more like a filler.

Who? has some possibilities, but it's a very speculative play too, given no horizon for earnings to back up it's valuation.

Internet Capital Group is the safest "flier", but timing will be critical. If they wait too long and Internet skepticism overtakes Internet fever, they may not take it out this year.


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