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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 (1559)	5/30/1998 9:34:00 AM
From: Franklin M. Humphreys	Read Replies (2) \| Respond to of 3247

>>You have asked whether anyone would know if I was "selling" my TFS<< Wrong! I asked no such question, merely restated your position from an earlier post to which I had directed newer readers of the thread. But thanks for the mistake, you have done much to clarify your position. Even so, the following statement by you is particularly troubling in its revelations: >>>I can't think of a single thing that I owe you. All my efforts are directed toward the benefit of my clients....<<< Forgive me if my quaint impression of what you owe me rings an unfamiliar ring. And please bear in mind that my contributions are not intended for your benefit at any rate, but for the unsophisticated investor holding a few hundred shares who might be blinded by your light and the volumes you post. It may refresh your memory to be reminded that you owe me and the other readers no more and no less than we owe you; that is your honesty and full disclosure of your actions! You are mistaken if you think that because you make your living as an advisor or portfolio manager that you are relieved of such mundane responsibilities as honesty and forthrightness. Your claim to be a professional implies that you will conduct your business with integrity. By posting to these public fora you place yourself increasingly in a position of conflicting interests whenever your bad judgement compels you to protect your fiduciary interests at the expense of your moral obligations. It is only slightly mitigating if you find yourself in that unfortunate position because of your propensity to prostrate yourself at the Altar of The God of Fortunate Chance instead of believing or reassessing in a timely fashion the fruits of your own research. You think I am taking potshots by recalling for the benefit of other readers the post in which you declare you will not tell if you are a seller? Who but a client can subscribe to your theory that you have responsibility ONLY to those who pay you when you post your analysis in a public forum? How, if not through my actions, are the readers of these boards to know not to rely in any way upon what you post because it is "free" information? Can you not see that your very answer to me validates my action, and constitutes "caveat emptor" for every post you have made; therefore, and by your own admission, rendering your great volume of work literally useless, or at best, moot? Your frustration is understandable, but it does not give you the right to claim a moral high place while you simultaneously ply your trade under a different, arcane set of rules, necessitated by the size of your holdings. You may be in this company up to your neck, but for those of us smaller investors who ALSO may be in it up to our necks many are in HEAD FIRST, and it is important to know if somebody with your clout is going to quietly pull the plug after we have been holding our breath a long time and the prospects of getting a breath of air evaporates without warning. You have already seen my assessment of the profit picture but I will iterate it for you. They are going to lose a little on every gadget they make for MOT, but with their added capacity they will make it up on volume. And when MOT finds nobody to buy their products because of continued Asian monetary problems, TFS will have lots of gadgets they can't dump.