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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 (1345)	4/14/1998 2:41:00 PM
From: k.p. chen	Respond to of 3247

Hi! I think TFS is taking on lots of risks by investing in a start-up eying a market that is yet to be developed. Their Beijing plant is being build to feed MOT, which will increase the dependence on MOT, not too good. This small co. is expanding too fast for the management to handle,IMHO. EPS growth seems will be not as high as expected due to all these expenses. Looooooooooooooooooooooong term, it may prove to be a good investment, BUT HOW LOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOONG????

To: Noblesse Oblige who wrote (1345)	4/14/1998 3:02:00 PM
From: michael c. dodge	Read Replies (1) \| Respond to of 3247

Maurice....you've got it right on the Siliscape, Inc. investment. Consider it purchased R&D. The three patents issued to date and assigned to Siliscape by its principals are all optics patents. I don't see anything in name of Siliscape in re the low-power driver. Maybe has it by assignment. I don't have time right now....but, you got it right. We are in the cellphone business. Put yourself in the position of a consumer buying a cellphone...what do you want ??? Tick off each item. Check out the competing optics technology---the physical presentation of the lenses--- on the MOT site, the Kopin site, the Displaytech site, and anywhere else the competition may be found. As Raefon mught say, "Scoreboard !!!" If earnings and revenues will be downgraded, I am going to get rich off Wall Street. I do love it so.