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Technology Stocks : THREE FIVE SYSTEM (TFS) - up from here?
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To: Rainier who wrote (2210)8/17/1998 8:58:00 PM
From: Maurice S. Green  Read Replies (1) of 3247
 
Lisa----re your cc notes.I remember it being said about the LCiD
inclusion in a phone, but not that that particular program was
being delayed.

At the annual meeting and demo, I asked one senior member how LCiD
could not be a major winner, given it's features and cost. He replied that some people felt it was too similar to the LED displays
that MOT used. I could not understand why any customer would continue
using LED when LCiD was better and cheaper. Maybe I misunderstood,
but I was amazed. Maybe I was too excited about all the new STUFF.

As it now stands MOT is dead in the water, and unless it makes some
fantastic new release quickly it will miss out on the holiday season.
That is not to say that TFS is not busy as hell and should do well,
but TFS must get at least one more major customer to guarantee its
future.

I have an uneasy feeling that one of our "size" holders is unloading
for reasons beyond his/her control. Right now, I feel like unloading
my dinner, but haven't eaten it yet.
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