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

To: David W who wrote (1152)	3/26/1998 11:23:00 PM
From: Jim Armstrong	Read Replies (2) \| Respond to of 3247

The TFS competitors vary according to the device and technology under consideration. If we are talking about the LCoS stuff (the microdisplays), then the competition probably doesn't include Philips (at least I'm not aware they are a player). If you are talking about the Philips/Hosiden active matrix LCD products, TFS doesn't play in that sandbox. If the subject is non-AMLCDs, then I'm not sure that Philips produces those. If they do, I think they'd be hard-pressed to beat TFS' subsystem prices with the labor content mostly Philippine, and soon to be Chinese as well. Do you know something I don't? [It's been known to happen!!] :-) JimA