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: Doug Meetmer who wrote (2223)	8/19/1998 10:33:00 AM
From: michael c. dodge	Read Replies (2) of 3247

Well, guys.....I think the company will easily survive the competitive effects of the Asian currencys' dislocation. They have a solid balance sheet, and will continue to be cash flow positive from operations, even if they lose a few cents per share for the next two or three quarters. They will sell a significantly higher volume of LCDs as the MOT pipeline fills over the next several months.....regardless of the level of success of the MOT phones in the long run. The China plant will finish and fill with production.....cheaper production....... cheaper than the Koreans can produce for (the Chinese will see to that, in a macro sense, even if they have to devalue the Yuan). We will see a handset LCD order(s) from Ericsson. We will see Optiscape production orders, even. The company will return to profitability, and will have built value all the while..... This is all going to happen.....and in the meantime, the stock will trade down to $12, and some new owners will get a terrific bargain. mcd

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