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

To: michael r potter who wrote (2314)	3/16/1999 12:12:00 PM
From: michael r potter	Respond to of 4467

-OT- SCAI follow up. Long term looks good, but listening to their conference call, revealed that they are changing their business model and will be getting less up front revenues.. Their positioning and resolve to be one of the premier solution providers for E-banking appears solid. They were not clear how the change in their business model will impact this years earnings, but this concern is one of the reasons the stock is now $20. At Safeguard, they ring a bell when SFE stock hits a new high. Little work getting done today at headquarters with all that clanging. Where is the stock we once new- the one that didn't trade at all until sometimes late in the morning and then posted three or four thousand shares at [adjusted] $3.00 sh.? The company that gave rights to Cambridge at a 2 for 1 one ratio at $1.66 sh. followed by CCSC at $2.50 [now worth $66 in TLAB] Gone forever- Those were the good old days, and...NOW is the good old days! Mike

To: michael r potter who wrote (2314)	3/22/1999 2:06:00 PM
From: michael r potter	Read Replies (1) \| Respond to of 4467

-OT- follow up to March 15, buy alert on SCAI [ ...SCAI $20 appears to be a good buy...]. Sanchez Computer SCAI now $23 and I would re-iterate a buy. A previous SFE rights offering that they still own part of. A way to play the internet without paying for a lot of hype. Stock buyback, still well off the highs, technically great just coming off a bottom on very large volume. Solid earnings and what appears to be a very good business plan. Worth checking out and doing your own due diligence. Mike