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


To: still learning who wrote (2137)1/8/1999 7:21:00 AM
From: robert miller  Read Replies (2) | Respond to of 4467
 
S.L.,

The preliminary list of presenting companies at the Emerald Research Groundhog Day Forum has been released. They include SFE, DOCC, CVSN, SCAI, NM, and OAOT. I hope the exposure will help DOCC, CVSN and OAOT. Yes, I do have the right year this time.

bob



To: still learning who wrote (2137)1/8/1999 4:42:00 PM
From: John Arnopp  Read Replies (1) | Respond to of 4467
 
s.l.,

Closing it is not! The gap is widening - to the largest premium ever (in a year, anyway) - at $12.91. At $35.94, SFE is trading at an historic 56% premium to its $23.03 NAV - and that assumes 1) all ISCG warrants were exercised before the FCGI acquisition and 2) that NO TLAB SHARES HAVE BEEN SOLD THIS QUARTER. Otherwise, premium is greater! (probably the case).

I don't like it, and I expect to be able to pick up more SFE under $25 in the not too distant future. But I've been wrong before - a lot, I might add, so I'm not encouraging anyone to listen to me.

Good luck,

--John

PS: the graph is quite dramatic: bluering.com