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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 (1492)	5/23/1998 9:41:00 AM
From: N. Saliba	Read Replies (1) \| Respond to of 3247

Hi N.O. TFS is not widely held stock and does not trade actively, therefore I think the market reaction is not a good indication of the fundamentals of the company. Whether LCaD is a big hit or not, I believe it has a better chance than the microdisplay to generate more revenue in the near term. Whether that is already discounted in the price of the stock or not, I might say, no it is not for the very reason I mentioned above. If microdisplay is geared for the smart phone market only, we might have to wait a little longer for that market to really take shape. For TFS to have a good slice of that, they have to get with NOKIA, Ericsson, ..., just being married to Motorola will not cut it, not to mention Motorola is well behind the curve on that front. With the current stock valuation and with expected earnings, the stock has nowhere to go but up! It would be really big if TFS smoothes the numbers so they show constant growth qtr to qtr versus jumping back and forth. Predictability is a bigger factor than drumming up their story (IMO). N.S.