Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Noblesse Oblige who wrote (1303)	4/9/1998 5:04:00 PM
From: jaspert	Respond to of 3247

Hi, N.O. Thanks for your assessment on earnings. If I did not see your post tonight, does it mean "no news is good news"? Or "bad news"? <G> Have a good long weekend. jaspert

To: Noblesse Oblige who wrote (1303)	4/9/1998 5:04:00 PM
From: voyager.ed	Respond to of 3247

Noblesse, If coming my way, please give me a call. Ed

To: Noblesse Oblige who wrote (1303)	4/9/1998 5:59:00 PM
From: michael c. dodge	Read Replies (1) \| Respond to of 3247

Guys.....There is a LOT of good news buried in this call that I am now listening to. First, there will be significant operating leverage on the bottom line after China opens. We will see this reported within twelve months. Firmwide capacity goes to $280 million; we will ultimately see that filled.......maybe to OEMs right there in China. Second, the LCiD can be the future display product for the MOT digital phones.......and/or Nokia.....and/or Ericsson. Digital market is maybe 15% of 230,000,000 wireless phone units per year in 2003. The bandwidth will absolutely be there, via satellite, and including the MOT Iridium satellites. EVERYONE will want a color display, readable in daylight. I predict TFS will have full motion, color video available in a digital phone-size LCD display, at a cost-per-unit less than $50, before that time. (Well before that time.) The MOT/partnership satellites are not in the air (sky----no air) yet. You may bet they will be there before 2003. Bandwidth (data transmission rate) will drive the desire for great displays in the mobile-everything market. The answer "no" to whether TFS is in any satellite wireless phone deals today, while correct, should not be heard as a preclusion of such a deal at any time. The handset is the last and easiest piece of that puzzle, and is not ready or needed today. Hell, there is a critical shortage of private rocket launch capacity today....companies are using Chinese converted-military rockets. The handset is the least of the pieces, IMO. The ride ahead seems visible. Am I an optimist, or WHAT ??? All IMHO, of course. Heck, MOT may have its own displays by 2003......but, if TFS keeps ahead on the technology curve, it will get its share. mcd