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Technology Stocks : THREE FIVE SYSTEM (TFS) - up from here? -- Ignore unavailable to you. Want to Upgrade?

To: k.p. chen who wrote (911)	2/3/1998 1:50:00 AM
From: dfloydr	Respond to of 3247

"I'll try to raise some serious money and buy the whole company." That idea has been suggested and I await your offer on the plus side of $60<g>. Thoughts and rumblings on that one: What you need is someone who is both technically literate and loaded with cash. I suspect most sizable companies (the serious money in your formula) would like to see some sales of these new technologies before their financial gurus would begin to understand this situation, no matter how loud their technical types might push for the idea. Or! ... an NSM, MOT, Dell or IBM could probably do the job with the TFS technologies at present levels, as they could readily understand the outlook for this company. NSM is already working with TFS. MOT and IBM are deep into like technologies ... probably face a lot of "not invented here" syndrome. Hmm. Actually, I am more than a little concerned that some overseas corporation (a SONY?) will jump on your idea and once more a technology grown here will go offshore. Another idea from another industry: My last focus stock was THRX. They developed and proved the efficacy of palladium seed implants for treating prostate cancer ... facing a huge potential market, THRX linked up with JNJ to do all their sales and marketing. Of course their product needs to be sold and marketed one on one to a large number of urologists and radiologists around the world so JNJ solves a big problem. TFS probably only has to sell to a large handfull of buyers ... ATT ... SONY ... Apple ... MOT ... etc.. I thought the NSM/TFS working relationship would get some needed attention but it did not strike a spark. I think TFS did put out the word, but the reaction was flat. Maybe it is time for TFS to announce an "amended working agreement" or a "follow on agreement" with NSM. It will be fun to see how this story unfolds. I still prefer to hope that somehow word gets around amongst investors like you and me. When all is said and done, I sentimentally favor lots of independent companies doing their own special thing. Floyd Russell