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

To: robert miller who wrote (1809)	10/18/1998 12:27:00 PM
From: John Arnopp	Read Replies (1) \| Respond to of 4467

I see that Who?Vision is a portfolio company of ICG. How does that fit? bob, Walter Buckley (a principal in ICG) has been on the board of Who? for a while, but I hadn't noticed that they were in ICG's portfolio until you just pointed it out. Here's how I believe it fits in: ICG has it in the "enableing technologies" section at the base of their investment pyramid. I see security and authentication as an enabling technology of e-commerce. While Integrated Visions is going after healthcare/corporate markets, Who? Vision has positioned itself as biometrics for the masses, with a $10 stamp-sized print reader in every keyboard, monitor, laptop, cell-phone, PDA, kiosk, ... whatever. If ICG can "synergize" their companies like KPCB does, then Who? will be the standard for those e-commerce platforms. And, ICG's other big investors are Compaq and Comcast. Think about it! --John