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Technology Stocks : Thermo Electron (TMO)
TMO 566.55-0.2%3:30 PM EST

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To: John Hayman who wrote (231)11/20/1997 12:05:00 AM
From: RavBruce   of 450
 
My only rational is that many of the group are down
significantly for the year(based on too many
spinouts, a change in British Tax law which forced
sales of many of the subsidiaries, and who knows why).
If I were a non-informed investor, I would sell many
of the stocks. But their growth rates vs. their P/E
and the compelling story make me inclined to buy
more. I only have TMD and TDX. I will probably
buy more of them and will buy TMO on weakness.
Bruce
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