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


To: Mike 2.0 who wrote (5990)2/9/1999 6:33:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78783
 
Mike (My opinions *only*)re:TMO. I'm focusing on management who have delivered good results in the past, highly technical work force, and $1 billion in cash. Not too concerned with Asia exposure, and not at all concerned about VL's characterization of the structuring as "slow". In three years, I expect TMO stock to be significantly higher than today - unless of course we keep seeing market days like we are seeing today -g-. Paul Senior