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

To: andy harrison who wrote (2903)	5/20/1999 3:13:00 PM
From: still learning	Respond to of 4467

I'd be interested to see john arnopp's updates. I show SFE NAV at over $1b now. Interestingly, SCAI just passed TLAB as the #1 holding. Michael, where do you see SCAI heading? Is it breaking out, or topping out? I am very surprised we didn't see any runup so far in SFE today, as people usually want to place their bets before the CC. I bet we do get meaningful news today- - I know I want to know details of offerings/allocations and it has a direct bearing on what I see as SFE's current value. i.e. I couldsell today, but would miss out on 2 dividends -- ICGE and USI. Is it worth holding? Probably. Especially if the stock doesn't run up. But if SFE hits 100+ or 110+ as we near the ex-IPO allocation dates, I still expect a pullback.