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 (1351)	4/14/1998 11:22:00 PM
From: michael c. dodge	Read Replies (1) \| Respond to of 3247

I do think the combination of the EETimes article, prior EETimes article link re Siliscape, Inc., and the TFS press release, is reasonable disclosure. The price will show up in the EDGAR filings eventually. The real question is to figure out what we GOT. That means the three optics patents, other applications pending, and how they fit into a cellphone or PDA display. (I am studying the patents, and will query the Siliscape guys at their SID booth). The bandwidth is coming rapidly via satellite and ground cell link. The content already exists. The Asians will not buy phones this year as anticipated, but they have a huge appetite. When I was in Hong Kong last year, it seemed 40% of the population was talking on their cellphone at any given time.....walkin' and talkin' like crazy. There are only so many ways you can bend (slow down, reflect) light with lenses and mirrors. Its high school physics, writ large. But, if you got it, and you got it patented good, then you got it, and the other guy does not. (Trying to figure that end out.) TFS and Siliscape, Inc. both have booths at SID. Incidentally, SID has several good-looking, basic LCD, microdisplay, and other display technology courses available at the convention.....for managers who are not engineers. I am taking the Sunday and Monday courses, and Tuesday on the floor. Dan Schott is moderating one panel on how to recognize commercially viable technologies (something like that). Look, it was clear on the last conference call that several of the "analysts" covering the stock do not understand (one or all of) the company, the technologies and their product apps, the competition, or the industry. They are fixated on financial spreadsheets which they must present to an investment committee. That is a structural weakness in their own line of work.....at least on this company, which is opaque to outsiders, and cannot be fully understood without a working knowledge of the technology. Okay....so whoever does their homework, and sees the story most clearly, should make better decisions. And better money. This is all in my opinion only, but it IS what I am working to do. If "Wall Street" sells off the STOCK because it does not understand the COMPANY, I am going to materially increase my already material position. In the long run, earnings and stock price will exhibit a 100% correlation, and, they're not building the China assembly plant because they don't need it. mcd