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

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To: Ariella who wrote (2136)8/3/1998 8:58:00 PM
From: David W  Read Replies (1) of 3247
 
Ariella, to say that TFS is the largest LCD maker in the U.S. is a bit like being the largest car manufacturer in Brazil. Other, than a few other bit players like Standish, LXD, Crystaloid (now mfg in far east), DCI, etc, the U.S. is essentially a non-player in the worldwide LCD market. Notwithstanding my comment, TFS is a decent size player in small LCDs. The question is whether LCD companies making small modules can convert into high market capitalization. None of my comments mind you refer to LCOS (and related microdisplay breakthroughs) products, which translate into much higher priced modules.

as ever,

dw
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