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Technology Stocks : Thermo Electron (TMO)
TMO 567.84+0.4%3:59 PM EST

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To: Paul Weiss who wrote (323)5/3/1999 12:20:00 AM
From: Timothy R. West  Read Replies (1) of 450
 
Paul,
I am very interested in this stock for a few reasons. Last year Lehman Brothers loved it in the high 30's and now they are quiet on the stock. They said it was cheap back then... well, its a steal now. Also, CMGI and SFE (a stock I had done enormous work on since 1996) and I figure that TMO has many of the makings of SFE and CMGI and that it is overlooked by many investors.

I LOVE THE FACT THAT THIS BOARD IS SO QUIET WITH POSTINGS!!! Wow... since 1996 this board only has 300+ posts. Amazing.

I'd love to see a chart of the Net Asset Value (cash + marketable securities - less debt) against the stock price... if anyone has it, please post a link.

Thanks for the heads up on the $10 cash and I read in another post that they have $9/sh in marketable securities plus an earnings stream on top... wow!

I'm looking forward to becoming a shareholder again. ( I bought last summer in the 30's and sold out for a small loss)

Regards,

Tim West
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