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Technology Stocks
Safeguard Scientifics SFE

An SI Board Since May 1996

Posts	SubjectMarks	Bans	Symbol
4467	83	0	SFE

Emcee: Mark Sagarin	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
1967	I'd rather see ICG IPO its holdings and not go public in any form.	still learning	-	11/13/1998
1966	bob and all: I hate to sound like Scrooge and rain on everyone's e-parade,	John Arnopp	-	11/12/1998
1965	Michael, Just got my quarterly report. ICG was the featured company. They n	robert miller	-	11/12/1998
1964	S.L. I like OAOT and DOCC at these prices. I have purchased a small amount o	robert miller	-	11/12/1998
1963	FYI SFE bought 1oK shrs DOCC on 10/15 (at 3.06) and 100K shrs of DTPI (at 10.8	still learning	-	11/12/1998
1962	Soimewhat OT: What does anyone think of USDC, OAOT and DOCC at current prices?	still learning	-	11/12/1998
1961	CATP represents about $177mm of $700mm SFE NAV. Last we heard they had made no	still learning	-	11/12/1998
1960	Thanks, John. I like the paired trade idea, SFE short and CATP/TLAB long. ric	Rick	-	11/12/1998
1959	Rick, 1) I have CATP as about 23% of SFE's NAV based on todays prices. 2)	John Arnopp	-	11/11/1998
1958	Has anyone confirmed that SFE has not sold any of it's CATP inventory ? I	Rick	-	11/11/1998
1957	SFE NAV down $22 mm so of course SFE is up[ 1/2 ($17 mm). Are we sure about th	still learning	-	11/11/1998
1956	"Who has the combination of solvency and lunacy to be able to buy	still learning	-	11/11/1998
1955	I agree, Mike. No rate cut (and I think it's only 50-50) and the market ta	John Arnopp	-	11/11/1998
1954	Donald Caldwell sold almost 100K sh. in mid Oct. at prices under $19. What was	michael r potter	-	11/11/1998
1953	I give up. I should have invested in XCIT, rather than shorting SFE. I haven&	John Arnopp	-	11/10/1998
1952	I realize that, and I'm not faulting, or doubting, the estimates (although	John Arnopp	-	11/9/1998
1951	Sine SFE largely controls their own #s (they know what 50%+ companies will prob	still learning	-	11/9/1998
1950	If they sell TLAB, NAV goes down (I know it's a problem, but what can we do	John Arnopp	-	11/6/1998
1949	Good job, because we closed at 28-1/4, only $7.86 over NAV, or a 38.5% premium.	John Arnopp	-	11/6/1998
1948	This is ridiculous. I just doubled my short position @ 29-3/8.	David Lawrence	-	11/6/1998
1947	Michael, I have not seen the numbers but I guess they have been selling TLAB t	robert miller	-	11/6/1998
1946	$28 1/4 has been strong resistance with the stock bouncing off it twice this we	michael r potter	-	11/6/1998
1945	I'm getting ready to give up. $7.74 premium (or 38%). Good article, Bill,	John Arnopp	-	11/6/1998
1944	There is an excellent article today in the WSJ on the "liquidity crisis&qu	William R. Polk	-	11/6/1998
1943	Over 32,000 shares before 9:45 !!! ???	John Arnopp	-	11/6/1998

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