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

To: still learning who wrote (2352)	3/18/1999 12:24:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 4467

Still Learning, Thanks! I had been focusing more on emerging Webcasting trends this morning to even notice the stock or Steve's column. Publicity is a momentum kind of thing. It seems almost out of character for this company, but I guess 'the times they are a changing'. Did I hear correctly that you have been in SFE since the beginning, 30 years ago? If so, it is you who deserves the congratulations. How did you ever hook up with SFE? Sam

To: still learning who wrote (2352)	3/18/1999 1:43:00 PM
From: david barr	Read Replies (3) \| Respond to of 4467

Why do you think Harmon's article was so negative? He is not outright making any grandiose statements about SFE but if you look carefully at the article there are many positives. "The latest stock leaning towards being an Internet powerhouse ..." That statement puts SFE in it's proper place as a potential "powerhouse". Great way to start. Then he goes on to discuss some of the Internet connections that SFE has which lets the investor know it is not K-Tel. Then he says, "At this juncture I wouldn't compare SFE to CMGI since CMGI has been successful since 1995 in making Internet investments... " But he leaves it open saying, "It'll take a huge sustainable home run (which may be VERT if the stock price doesn't drop) to prove to investors that Safeguard has what it takes... " By saying the two names CMGI and SFE in the same line Harmon is truly making new investors realize that SFE has the potential to be like CMGI and with a pe of 18 there are a lot of people that are looking at this as a get in early if you missed CMGI type play. As people do their DD I think that they will be very comfortable holding SFE. Dave