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


To: elvisdoc who wrote (2594)4/13/1999 10:26:00 PM
From: Disco Bull  Respond to of 4467
 
where did the information about safeguard splitting come from?



To: elvisdoc who wrote (2594)4/14/1999 5:31:00 AM
From: wellab1  Read Replies (1) | Respond to of 4467
 
Raging bull's little insecurity

When I called for 500% run -up and established SFE-CMGI connection
Message 8848660

I had all the time few little things bugging me
and disturbing my SHORT TERM picture.
Now ,after 300% appreciation from around $ 40 base ,widening our horizons to 1000% long term(CMGI)and
establishing unstoppable momentum and pattern I can confess to them without inflicting harm on the stock.
Just for the record that I didn't post olny bullish speculations.

1.In my very first post I stressed this run can happen market permitting.That's why I called for immediate run before any market correction can
influence SFE negatively.Market collaborated .Collaborated even to much.Such an advances like in below example of 150-200%/month
quicken.com

are little unsustainable and characterisic to late bull cycle right before drop.The higher and longer market will advance the bigger possible correction.I belive SFE belongs to "special situations" category and should not worry but it can be touch a bit if market eventually falls.
They tried to drop market using the same scenario they did with DELL.Fortunetly they didn't succeed with Compaq.So they will try again with Intel. This aspect of our nice run is starting to worry me a bit.More and more of nifty-fiftis look weaker and overvalued.

2.SFE earnings.
My call to treat them as priority and find everything we can ,meet with symptomatic silence.Feeling not to good about them I tried to figure
a way how they can dress them .
Message 8857511

It turns out they can ,but will they? hope they are not so stupid to derail this run in short term.
Message 8857668

Meanwhile the whisper numbers are 0.07 $ as opposed to $ 0.14 consensus estimates( quite a big difference).In such case they will have to sell lot of stock.
earningswhispers.com
I hate uncertainlity and surprises.

3.Latest not too encouraging signs
------Michael Potter worrying
Message 8813380
-----programs selling
quicken.com

Note those charts are updated daily .If you will click on them 2 weeks from now they will look different and not in accordance with my thesis.
----institutions selling but not much.Some links are from behind registration/subscription and may not work.This one is to Thompson I-Watch
and if it is updated every 20 min will look different tomorrow .This thing can change in a flash.

thomsoninvest.net
---pressure to sell on people with big stakes is rising as well as on everybody who bought as little as 30 % back
--- split may be delayed a bit.They called shareholders metting in May so they can do it then

Generally those are SHORT TERM worries although #(1) is always a concern.If we will pass those earnings unscratched then I will see you
at $ 240 sooner or later to watch this guy eating his post at this price

wellab




To: elvisdoc who wrote (2594)4/14/1999 8:49:00 AM
From: Allan Harris  Read Replies (1) | Respond to of 4467
 
Elvis' physician:

Re: What do you advise about averaging up?

I would rather average up, then average down.

Buy stocks that go up.

A