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


To: Noblesse Oblige who wrote (1129)3/24/1998 6:29:00 PM
From: John Morelli  Read Replies (1) | Respond to of 3247
 
I am surprised that TFS stock price would react so strongly to the Nokia etc., comments which may or may not have implications for Motorola and which may or may not impact TFS.

I would assume that the components produced by TFS and incorporated in Motorola equipment would represent a fairly small % of the total cost of Motorola equipment. Therefore Motorola will seek to cut cost on bigger expense items if their margins come under pressure.