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Technology Stocks : ATPX: Lunn Industries and Technical Products Group merge. -- Ignore unavailable to you. Want to Upgrade?

To: ENOTS who wrote (817)	11/10/1997 9:15:00 PM
From: VALUESPEC	Read Replies (1) \| Respond to of 1923

VALUESPEC's assesment of the Merged companies: techstocks.com Sergio's reply to my comments: techstocks.com If you look at Serigios reply, you will see that he niavely assumed that he was getting TPG for free based on the merged companies selling @ an estimated $ 15.90 per share (10X Lunn's then current price). However, I would point out that the market already was factoring the value of LUNN based on the future merger. With the current information, it appears that the new company is being valued right around where I would have valued it. Now, AFTER it becomes clear that TPG can resume a growth pattern, then the stock can rise. Remember that contrary to what Sergio would have you believe, the resumption of growth for TPG is not guarranteed. In fact, the resumption in growth was so doubltful that LUNN backed out of its original agreement to make sure it wouldn't get too burned in case TPG continued to falter.