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Technology Stocks : Tandem

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To: Musti who wrote (18)11/22/1996 6:27:00 PM
From: Bob Howarth   of 55
 
I think you may be a bit conservative. The financial infrastructure
that TDM virtually owns as an installed base needs a serious
facelift. If TDM has the pitch and the products they can defend
this base. I agree it may be slow for a quarter or two but if the
street 'finds it in its heart of hearts' to forgive TDM for its years
of blundering around (the way IBM has been forgiven) you could
have a 30 dollar stock in a year or so.
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