Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert miller who wrote (2649)	4/18/1999 10:22:00 PM
From: wellab1	Read Replies (2) \| Respond to of 4467

SFE press digest I would like to encourage you to contribute to this attempt to collect as much info.as possible from archives of newspapers for mutual benefit.As a rule (there could be exeptionns)I will not go back more than 1998.See also ICG press digest. .SFE web page: safeguard.com Saphire Partners - an Investment Club investing solely in SFE and partnership cos.Links to news,quotes web pages bluering.com A.PHILADELPHIA BUSINESS JOURNAL 1. 97/04/10 A propos recent rotation from technology stocks to cyclicals,oils,resources.SFE has interests in them directly or indirectly too.Oil,utilities,animal science,human medicine,drugs,energy etc..See their web page for more. amcity.com\|Capital\|Group 2. 98/09/22. If the total investment of whole group in Pac-West was $ 115 mln and SFE has 16% stake = 18.4 mln SFE initial investment. This one is already scheduled to go public.For example of their returns go to post: "ICG press digest" point (7) amcity.com\|Capital\|Group It also would be worthwhile to keep track of incubation period.Time from initial investment to IPO or sale. This one is within 1 year. 3.1991 to 1995, venture-backed companies grew jobs at the rate of 34 percent a year, while Fortune 500 companies were cutting jobs at the rate of 4 percent a year.State Pension Funds can double their financing to VC (bilions of $$)and SFE has already working relationship with them. amcity.com\|Capital\|Group 4.98/10/20 SFE earnings for 3-rd Q 98 increased 1000% versus 3-rd Q 97 ($1.71 versus 16 cents) It is hard to believe they will repeat such a leap forward .I wolud be contend with anything around estimates .The earnings shouldn't just stay in the way of latest rally developing on basis of other reasons amcity.com\|scientific 5. Few latest SFE's acquisitions:Aligne Inc.,4anything.com,Extant,North American Technology Fund amcity.com\|scientific amcity.com\|scientific amcity.com\|scientific amcity.com\|scientific 6.They will not be able to buy back too many shares lately for this 20 mln.$$ amcity.com\|scientific Wellab