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

To: cfimx who wrote (5986)	2/7/1999 10:48:00 PM
From: Mike 2.0	Read Replies (1) \| Respond to of 78778

Twister, I too hold TMO and am considering throwing in the towel. At Value Line's est for 1999 NI of $1.20, TMO trades at 13x earnings. But they are at far greater risk for further doldrums in Asia and slow seachange in restructuring ops; IMO a shortfall is certainly possible. I think I've just talked myself into selling...

To: cfimx who wrote (5986)	2/7/1999 11:42:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78778

What is the basis for projecting a 40% increase in the value of Varian from splitting up the company. Call me highly skeptical. You have an immediate increase in costs and a lot of turmoil associated with creating and managing three companies instead of one. Longer term more focus within each organization should be helpful. I suspect a better play is to hope that one of the three might be mispriced right after the separation and offer an opportunity to a knowledgable and nimble buyer.