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


To: dfloydr who wrote (1135)3/25/1998 10:03:00 AM
From: raefon  Read Replies (2) | Respond to of 3247
 
Yesterday I had the opportunity to 1)speak to analyst who had recently started TFS with a buy 2)speak to the company 3) speak to several excellent business contacts. Checks indicated the following, first of all Blankenship DID speak to TFS before putting out his report(this mitigates the chance for a less than expected q-1). Second, the company indicates zero changes have been made in the guidance they are providing. Lastly, there are local rumors that Vince Wren will ultimately succeed Buchanan, just don't know when. Just as an FYI, Dain Bosworth/Rauscher block trading told a friend of mine they had heard rumors about a shortfall in q-1. This appears to be inaccurate based on the info I have today. I bought more stock yesterday, and will likely buy more today. Also went to TFS and picked up the annual,proxy, 10k. No surprises,*confidence* Noblesse anticipated in a recent post,LCiD to start size shipments in the second half.