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

To: appro who wrote (322)	3/16/1999 1:04:00 PM
From: Paul Weiss	Read Replies (1) \| Respond to of 450

Okay, here's a company with $10 in cash per share, selling in the neighborhood of $14. Nobody likes it. Business model is muddled and complex... confusing, even. Looks like a good entry point to me. In fact I did initiate a position this A.M. I have no specific expectations regarding price potential, other than up looks likely. Of course, I would not have invested my limited resources had I thought otherwise. Regards, Paul

To: appro who wrote (322)	3/16/1999 11:09:00 PM
From: HVN	Read Replies (2) \| Respond to of 450

Whew! About time this company got a person in who knows how to court the market. They are a solid company, extremely well diversified into various products, strong cash position, good product pipeline, but simply don't know how to pamper the market - which is generally what happens when you have a techie, and worse still, an academic, running a corporation. Things can't get much worse. I would expect the new CEO to get some quick hits in the near future to bolster the stock price, and then work to push it up A LOT in the long run. It's obvious this guy wants to run a company. He sees a ton of money being made in it - he wants some of it for himself.