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Non-Tech : Lunn Industries (LUNN)

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To: Sergio H who wrote (1316)10/17/1997 1:40:00 AM
From: VALUESPEC   of 1436
 
LPasko, your analysis is refreshing on this board. Thanks for posting your thoughts. Some on this board, like Sergio, would rather imtimidate others on this board who share helpful, but not "hypeful" information.

The value of LUNN right now is being driven by the earnings of TPG which have been decreasing recently. Will this trend continue? If it does, could that effect the merger (or whatever it is)? If it does, it would also call into question the value of the combined company since the combined company would then carry a lower PE. Of course, if the combined company carries a lower PE, a share of LUNN now would be worth less.

Now is the time for great speculation on this stock . . . will TPG's earnings improve or stablize, or is the company going to continue to do more poorly.

I'm just following this company. I have not bought any stock in LUNN.
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