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

To: still learning who wrote (2017)	11/23/1998 2:29:00 PM
From: John Arnopp	Respond to of 4467

I might add that the private companies are usually not earning anything, but are consuming SFE's resources. That's SFE's business, after all. But while they may not be stretched in the cash department, how about in management? They've had to put managers into some of the faltering public companies (e.g., USDC, NM, CMPC) so does that hurt them for growing the private companies? As I've stated before, I view the management as the assets of Safeguard - like their plant and equipment - and the companies can be the raw materials that they use to create a product: the public company. Just having either more management or more raw materials does mean a company can successfully make a product. Safeguard is still a great company, IMO, and has a big future. I'm just not buying it (yet) at this price. That's my 2 cents. --John