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Technology Stocks : Thermo Electron (TMO)
TMO 572.64+1.2%3:59 PM EST

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To: Patsy Collins who wrote (144)5/6/1997 9:04:00 PM
From: RODNEY W. CURVIN   of 450
 
hi patsy,

is 35 fair value? IMO it is still cheap.
things we didnt have until recent:

1. Thermo Capital- to facilitate customers who dont have immediate cash.
2. a smaller share base of ths baby thermos (assuming that the authorized buybacks continue to be exercized)
3. evidence that the paper industry may be coming back from the dead. (Int'l Paper press release was issued)
4. TDX is brand new and already profitable. (and was awarded an FAA grant for product development)
5. ROE is at a 5 yr high. (per e*trade data)
6. i can vouch that the environmental clean up industry is strengthening.

anyone care 2 add 2 this list? i think most subsidiary earning shortcomings r temporary and may create good oppty 2 buy.

BTW patsy, i finally purchased some MO after watching it 4 about 6 months. im in at 38ish. i simply couldnt find a reason not 2 buy it.

rodnius
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