Tandem's Prospects Message Board

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Technology Stocks : Tandem's Prospects

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To: Bob Howarth who wrote (86)	6/23/1997 12:24:00 PM
From: V Lakshman	of 99

I agree with you on that TDM might be able to better leverage its installed base with Compaq. I have no beef with the merger -- I think it benefits TDM significantly. It is the price I'm muttering about. I believe that Tandem's sales will be picking up and based on 2xsales, I got that $30 figure. The $22.50 acquistion price is 1.5xsales (same as Compaq's), only that the sales is __current__ sales. TDM's management seems to have sold at the worst possible moment. As to sell or hold, I'll hold. I just moved TDM from the value side of my portfolio to the growth side. Luckily, such moves are not taxable :) lakshman

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