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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 (1307)	4/9/1998 7:34:00 PM
From: Franklin M. Humphreys	Read Replies (1) \| Respond to of 3247

Great enthusiasm on the thread!! Yay! But what does it say about the company's ability to plan when the giant increase in back-log was fully 50% due to not being ready for a large order from MOT. More important, perhaps; what is going on in the minds of MOT management now that they are held hostage to bottlenecks/delays at TFS? Remember, MOT is the customer that TFS has publicly acknowledged as the one whose business it is their intent to rely upon less over time. I am sorry to be throwing water on the fireworks. (well what do you expect; I am almost out of TFS <G>) Still, can't help but think MOT is in the driving seat, dictating low margins for TFS as MOT prepares for a massive invasion of the China market for hand-held devices. Don't think for a minute that TFS will have any pricing leverage in this contract. For that reason, SEA currency recovery will neither help nor hurt them. But now I am overstepping my area of expertise; back to the farm. Frank