NBR mentioned SF's price appreciation last night (8/24/00) and attributed it to a few deals (consolidation) in this industry. They essentially stated the obvious - SF is rising because investors believe they will be acquired.
Another observation, there has been no insider selling for quite sometime - yah, the stock has been in the gutter but still... Conversely, there has been steady insider buying - some options, some dividend related (small share counts), and some pure buys. In this day and age, you don't see steady and consistent insider buying - the trend with the .com's and such is to sell/sell/sell. I think the directors who've been buying and holding are playing it very smart.
In additon, SF has a low P/E for this segment, a solid balance sheet, and they seem to be heading in the right direction - growth baby.
So, why is the stock running up recently - I suspect a few small cap funds are buying - and buying because its a likely acquisition target that is currently undervalued in the market.
I've been holding for ~ 2 years - so I'm hoping for 20.