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Technology Stocks : Thermo Electron (TMO) -- Ignore unavailable to you. Want to Upgrade?

To: John Hayman who wrote (252)3/5/1998 9:52:00 AM
From: RavBruce  Read Replies (1) | Respond to of 450
 
As discussed before,
the price usually mirrors the values of the traded subsidiaries.
I looked up Coleman and was surprised to see that TMO has subsidiaries involved in kiosks, web-design, systems design, etc.
I think we have to take a closer look at non-public subsidiaries.
Even some of the Baby thermos have lots of non-public divisions that
may not be realized in the market price.
Bruce



To: John Hayman who wrote (252)4/29/1998 7:32:00 PM
From: Thomas C. White  Read Replies (1) | Respond to of 450
 
Sleepy thread. TMO started as near term accumulate, long term buy by Merrill Lynch. First new coverage in awhile I think. Stock didn't blink, and usually Merrill endorsement packs some punch. TMO has underperformed S&P for about two years, it would be nice to see it start to outperform from here.


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