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

To: michael r potter who wrote (2218)	2/1/1999 4:24:00 PM
From: still learning	Read Replies (1) \| Respond to of 4467

Excellent post, and a series of excellent posts you've made lately. As a long time holder of SFE, I have to say I believe we have turned away from NAV as an indicator. I was an early skeptic, but now think that SFE is trading more on a combination of PE and future offerings/assumed value. Clearly the market is trying to properly figure out what its non-public and especially Internet companies are worth. We are in uncharted waters. I don't know what they're worth, anyway. But for now, I think we should just watch and see where it ends up. As far as sentiment goes, I do expect both the market as a whole and the net fever to suffer some considerable backlashes as they fall back and try to digest these runups. SFE will probably do the same. The VERT IPO date is an interesting one to watch. When it is set for? Or is it set yet?

To: michael r potter who wrote (2218)	2/1/1999 9:43:00 PM
From: lrrp	Read Replies (1) \| Respond to of 4467

I read in some mag , cant remember where, that internet capital group may have plans to go public and it looks like sfe owns 25% of this co, which owns 50% of Vert-- If im right, then maybe this is why the stock jumped today; since this is all public info and its not too hard to figure that sfe could benefit from intenet mania or hype or future worth of ICG or Vert,( since no one know what these companies are or will be worth ); does anyone have a better figure on the amount of vert and icg that sfe owns?