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

To: still learning who wrote (1802)	10/16/1998 7:33:00 PM
From: John Arnopp	Read Replies (1) \| Respond to of 4467

Hmmm. . I would say they will probably decide to go ahead with the current offering, given the recent market strength. I would like to think so, but why the delay? They have a built-in market for their IPOs. I know shareholders don't like it when the shares trade below the exercise price (DOCC, OAOT, CVSN, USDC) but look longer term at SCAI, DTPI, CATP, etc. Safeguard is supposed to be different, and should act different, not like a scared Zapata who got burned by the Internet/market. Safeguard knows how to get the fish oil through the phone wire, and they should stay on track (I'm trying to keep the metaphor going here, so work with me). This leads me to believe that there was actually a problem with Who? Vision (perhaps became apparent on the road shows?), not the market. Maybe they were being rushed. Have you seen the Integrated Visions announcements? This looks like it could be a strong player, building on Who's technology, along with NRID's. I think it might be cheaper for Who/XLV to just buy the rest of NRID (they bought the health care part, and are licensing the algorithm) and take Who public that way. I'd rather have a VERY STRONG offering now (to help restore credibility) like Pac-West or, perhaps, Intellisource Group. Comments? Have a good weekend, --John