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

To: bythepark who wrote (1087)	3/15/1998 8:50:00 PM
From: michael c. dodge	Read Replies (1) \| Respond to of 3247

Well, maybe 75%, this year. There is an active ECM thread here on SI, with parallel commentary. TFS is, IMHO, a form of "Electronic Contract Manufacturer". Just displays, and not IC boards, electronic subassemblies, or boxes. We're grafted at the hip to two desirable customers, so why not ........ Outsourcing rules !!!

To: bythepark who wrote (1087)	3/16/1998 2:04:00 AM
From: Jim Armstrong	Respond to of 3247

It looks to me like the same device can work in desktop monitors, classroom and office projectors, handheld look-in "monitors", and head or helmet-mounted image sources. There are several sources for wearable PCs these days, and wearable monitors exist and are on the way for many, many new settings (industrial, medical, . . . you name it). A particular instance is polling an aircraft over a plug-in cable to assess its "health", and know what the proper response is to any exception noted. These possibilities are the reasons why there are several folks getting ready to duke it out with similar, very portable, high-information content products. This market oughta be pretty big as computers shrink, image sources shrink, communications improve, and the need for information (not just data) continues to escalate. You ever read about the "Village People" at the MIT Media Lab? There are a few folks there who have been wearing PCs and head-mounted displays everywhere for a few years now. They also carry a one-hand keyboard for data entry. The idea is to see what the real issues are with such system, and what the social and other implications might be for having convenient, context appropriate information available, or even suggested to them by the systems they wear. Those folks are particularly happy the computers and power supplies are getting lighter! JimA