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

To: llwk7051@aol.com who wrote (2068)	12/10/1998 4:53:00 PM
From: John Arnopp	Read Replies (1) \| Respond to of 4467

Robert, I think they said it was their plan to keep selling, which would lower NAV. And, of course, with the TLAB run-up, the more they have the better earnings are going to be - only further exacerbating the discrepancy between price and NAV. What to do? I still feel that the only way to fairly value the private portfolio - in the lack of their own earnings history - is their value as rights offerings. Which I haven't seen hide nor hair of lately. But it's all very tricky, anyway... --John