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

To: michael r potter who wrote (2225)	2/4/1999 12:27:00 AM
From: Abe the babe	Respond to of 4467

I agree with your analysis. I think that the $ 44-46 line is already being crossed as we speak. SFE is a great value when compared with , say, CMGI. VERT IPO will be very important for all the reasons that you mentioned. Another extremely interesting IPO play is taking place now with UIHIA, who are spinning off their european cable, video, and internet provider UPC within the next two weeks. It is a Godzilla of an IPO.None less than the giant at Redmond, HRH Bill gates, bought a $ 300 million stake in that IPO. Taking into account the equity that UHIAA holds in UPC, and the IPO debut price, UIHIA should be worth $ 75 before the IPO. Long and strong on SFE and UIHIA Good Luck and God speed.

To: michael r potter who wrote (2225)	2/4/1999 1:57:00 AM
From: michael r potter	Read Replies (2) \| Respond to of 4467

Re. #2225. "...from the standpoint of expected money flows, risk in SFE may be quite small at this point [say$5-$8]." Using the logic in that posting, a different conclusion could be reached. Money flows could dictate a much higher risk than $5-$8. Why? The next internet offering probably won't occur for an eternity [now defined as 6-9 mo. in this market]. Will enough new converts be persuaded to buy that early and pay increasingly higher prices? With V-net coming soon, there has been a sense of urgency to get in and pay up if need be. After the offering, that will be gone for some time. Sellers will likely be out in force coincident with the offering. If there is a slackening of buy interest- money flows in [compared to the last 30 days], prices could easily come down from whatever the high is by more than $5-$8. Traditional value buyers won't step in to take up the slack without prices being a lot closer to $30. One possible outcome would be a larger point decline than that indicated only coming from a higher peak level. The main value to these exercises, IMO is to be alert to possible outcomes that may be coming up so that one is better able to analyze them in real time and make informed as opposed to emotional decisions. Mike