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Technology Stocks : Thermo Instruments (THI) -- Ignore unavailable to you. Want to Upgrade?


To: John Finley who wrote (93)1/18/2000 2:52:00 PM
From: kinkblot  Read Replies (1) | Respond to of 130
 
From the third quarter report:

"In our industrial segment, we are working to improve the performance of Spectra-Physics Lasers (SPLI), a subsidiary of Spectra-Physics AB. We expect SPLI to yield positive results as it focuses on high-growth opportunities in telecommunications."
--Earl R. Lewis, President & CEO

I'm not sure what kind of performance he meant, but this guy is clearly a man of his word.

In response to Bob's question, SPLI and THI investors are just two different animals.

BTW, who's Mr. Buffett? <g>

WT



To: John Finley who wrote (93)1/20/2000 2:23:00 PM
From: kinkblot  Read Replies (1) | Respond to of 130
 
Stake in FLIR (hot opto play)

From the amended Schedule 13D filed 8/19/99 by Thermo:

Item 5.&nbsp;&nbsp;&nbsp&nbsp;&nbsp;Interest in Securities of the Issuer [FLIR Systems Inc].

&nbsp;&nbsp;&nbsp&nbsp;&nbsp;Item 5 is hereby amended and restated in its entirety as follows:

&nbsp;&nbsp;&nbsp&nbsp;&nbsp;(a) The Shares beneficially owned by the Reporting Person consist of 4,162,000 Shares, or approximately 29.4% of the outstanding Shares, owned by Spectra-Physics AB. To the knowledge of the Reporting Person, the executive officers and directors of the Reporting Person beneficially own no Shares.
&nbsp;&nbsp;&nbsp&nbsp;&nbsp;.....


flir.com

FLIR at $18 is only worth a crummy 5/8 point to THI.

OTOH, 4-1/8 here, 5-1/8 there, 5/8, ...these crumbs add up to a plateful.

WT