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

To: John Arnopp who wrote (2235)	2/7/1999 4:53:00 AM
From: lrrp	Read Replies (2) \| Respond to of 4467

I enjoyed with great interest, your attempt at a rational valuation for sfe; as you say the proof in the premium to nav is in the worth of the private companies, and the ability to unlock their value; I wonder what your guess is for the worth of icg to sfe and pacwest, intellisource--this company may be overvalued for now, but what would it take for you consider a long position? it seems with even a very conservative valuation for icg and the other 2 co; that the premium is not as large as the nav alone implies; ps I am long but not an internut!!! ---the real and major question for now. is how much will the nav rise from these new ventures?--thats the premium risk!! thanx for your hard work and opinions!!