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

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To: James R. Hood who started this subject9/13/2003 11:25:04 AM
From: NAG1   of 3247
 
Any ideas about what is going to happen once brillian gets spun off? I had a limit order to sell about 10% of my tfs at 10 but I have that on hold right now to see what will happen.

To me, I am guessing that alot of the buying going on is because of the promise of brillian. I am alot more skeptical of what tfs will have left behind. They will still have alot of the same display business that they had before but with alot of lower margin stuff as well. If the economies of the world pick up, this can do well for a bit while demand is expanding but I don't think it is anything that can be maintained long term. Because of these reasons, I am hoping tfs doesn't drop like a stone after the spinoff. If brillian is the reason for all the recent buying, then that issue should do very well after the spinoff. Just my guesses as to what might happen.

Good luck.

Neal
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