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

To: John Arnopp who wrote (2075)	12/11/1998 4:52:00 PM
From: llwk7051@aol.com	Read Replies (1) \| Respond to of 4467

John, I bought a 100 tmo shares in one account after they split and kept them for a time. When I owned most of my stock, value line really liked management and the company. It was a core holding according to them. Recent value line reports have been much less positive. I don't think the street properly considered sales of their subs. They came so often that those earnings were being counted as normal earnings. I always distrusted that reasoning and never could determine the value of its public holdings the way I could with sfe. That and the high price at the time was the reason I sold. I also owned Thermo Instruments for a time and did well with it. I always thought the Thermo companies did a good job of buying companies. Now, they are having to shore up their core businesses and are changing their business model. Something I think SFE may need to do. Time will tell whether Tmo can turn things around. I think the stock will do well when world wide economic conditions start to improve. But with general oversupply conditions I am not making any new purchases at this time. Robert D.