THREE FIVE SYSTEM (TFS) - up from here? Message Board

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Technology Stocks : THREE FIVE SYSTEM (TFS) - up from here?

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To: James R. Hood who started this subject	5/30/2003 3:36:43 PM
From: NAG1	Read Replies (1) of 3247

What are people planning for tfs/tfmd? Is anyone going to sell before the spinoff because of the nice price appreciation here lately? Or are people going to wait for the spinoff and see how the market values things? My plan is to wait for the spinoff unless tfs goes to 10 where I will start selling small amounts of my position before the spinoff occurs and then wait and see what happens. My big problem is seeing where the whole thing is going. Can tfs make it on just its color display technology and as a contract manufacturer? Are margins good enough and controls on spending tight enough to allow tfs to do well long term? Will margins hold up on their color displays and allow them to make some nice earnings numbers? I am actually starting to have more confidence about tfmd because of some new announcements and their deal with corning optics. Don't know what to think about solitto. Seems there is controversy about if he did a good job at his old haunts or not but tfmd did seem to get someone with experience and contacts. Any opinions out there? Neal

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