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


To: dfloydr who wrote (1352)4/14/1998 10:49:00 PM
From: raefon  Read Replies (1) | Respond to of 3247
 
To the "thread"

The Siliscape deal does in fact look attractive. Let us remember the company has only a $16MM market capitalization. I was actually surprised with the VC folks involved that the price was so inexpensive.

What I do not understand is if TFS is going to be a large player in a huge market, won't we need MORE capacity?

MCD, I really hope you don't get the opportunity you are looking for..careful what you wish for..

I also have noted that Cihra actually raised his revenue estimates. Hmmmm...Noblesse do you have a take?

TFS will be presenting as part of a RED CHIP REVIEW conference in Phoenix. I have heard the date is May, 8 and I am trying to confirm.

I have found a fellow at my firm who handles Vulcan(Paul Allen, MSFT co-founder)ventures business. I will visit with him on Thursday and find out if has any insight that would be of interest to the thread..