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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (12717)	7/25/2001 3:33:23 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78547

I'll start a speculative position in TMO at current price under 20. Impossible for me to understand this one. Still, with all the restructuring going on and all the technical prowess this company can command, I'll make a small bet that the stock will trade higher short term. Longer term, maybe 2x maybe 3x book value (which is $13.6/sh although not growing apparently). Company has plenty of cash and opportunities to weather an economic downturn. OTOH, stock could drop as well, imho. Maybe 13 is not unreasonable. Not sure I've got the confidence/guts to hang on if it does. jmo. Paul Senior