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

To: John Arnopp who wrote (2239)	2/7/1999 3:26:00 PM
From: David Lawrence	Read Replies (2) \| Respond to of 4467

I'm with you on the valuation, however, I'm damn glad I covered my short.

To: John Arnopp who wrote (2239)	2/8/1999 5:03:00 PM
From: Rob Palmer	Read Replies (1) \| Respond to of 4467

John, have you noticed how nicely CMPC & CATP have been doing over the last week or so? Today alone CMPC was up 27.5% and CATP was up 5.5%. DOCC & OAOT have also been doing better. I will grant you the premium to the public portfolio NAV in SFE's price is quite large, however, what are your thoughts on the NAV playing catch up? All of the public components were beaten up in a serious way during the second half of last year and, with the exception of SCAI, haven't recovered much until recently. CMPC, CATP, etc. are due for a significant rally and in my opinion, we are only in the early innings. Rob