Thermo Electron (TMO) Message Board

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Technology Stocks : Thermo Electron (TMO)

TMO 572.41

+1.1%

Nov 7 9:30 AM EST

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To: RODNEY W. CURVIN who wrote (49)	2/4/1997 9:31:00 PM
From: Thomas C. White	of 450

My style isn't for others -- right now I am being opportunistic with certain networking techs which I think have been unfairly killed last few days such as COMS and CSCC. I think these both stand good chance for 50% gain next 6 - 9 months even "against the grain." On the other hand I am making a lot of very stodgy picks of companies that are not strictly speaking tech stocks but whose franchise is heavily tech oriented. These include First Data (FDC), world's largest credit card transaction processor; and Corning (GLW), which is world's largest manufacturer of optical fiber. In pure techs I am holding a lot of previously beaten down stocks such as BAY, GEMS, PRMS, companies I think are basically good franchises and have good chance to recover going forward. I think generally there will probably be some correction maybe end Feb or early Mar, but I don't really know any better than a komodo dragon. TMO is a good play anytime but margining right now into this market takes big cojones and downside is probably somewhat bigger than up. I am already overweighted in TMO and not buying any more.

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