Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jeffbas who wrote (5988)	2/8/1999 8:56:00 AM
From: cfimx	Read Replies (1) \| Respond to of 78778

>>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.<<< I would look at the semi cap piece for that. >>Call me highly skeptical<< You aren't the only one.<G> Well, if you take some time and look at each business, and then compare what comprables are trading at or have been taken out at, you will discover that the health care bussiness is a $20 business, the instruments business is a $15 business and the semi is a $10 business. The most upside will be in semi which will probably be dumped. The company is doing a restructuring this quarter to take cost out of the operation so as to mitigate costs of three overhead structures. But a lot of corporate costs, i.e. corporate salaries, corporate jet, etc. will NEVER be added. There is also excess real estate that is being sold. This is a terrific event for Varian shareholders.