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

To: robert miller who wrote (1500)	7/11/1998 2:20:00 PM
From: John Arnopp	Respond to of 4467

Thanks, bob, Those should be reflected in the numbers Safeguard posted on their web site. Redoing the spreadsheet, it looks like the premium is only $2.54 now. --John

To: robert miller who wrote (1500)	7/14/1998 2:10:00 PM
From: still learning	Read Replies (3) \| Respond to of 4467

Is it just me, or is anyone else concerned that nearly 80% of SFE's mkt cap is in 3 stocks. CATP ($502 mm), CMPC ($171 mm) and CCSC ($232 mm) account for 900 of the 1.19 mkt cap I show today. I admit I haven't updated my #s, but still, even if it's only 70%, that's still a lot. I'm glad they sold some CATP, but net/net they need to sell more. They also need to bring ICG public and forget about these little W?V-size companies that can't impact the NAV. On another topic, I'm surprised that we haven't seen abigger run-up. Thee is always a run-up on the rights announcement. BTW, I expect the stock to go to mid-high 40s in a month or less.