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


To: voyager.ed who wrote (1593)5/31/1998 7:08:00 PM
From: N. Saliba  Read Replies (1) | Respond to of 3247
 
So many posts, so much to read..

Did anybody see the news report from MOT indicating a larger than expected orders for the Irridium system. They supposed to flip the switch on this September, and they said the demand for the handsets far outstripped expectation. Now, is TFS involved in those particular sets??

TFS will never command a high P/E as long as they depend on one huge order after another. Intel makes the processor and they supply that to many manufacturers, so why TFS does not have the same situation. After all TFS only produces a component of a cell phone and not the whole thing. They could become huge if they pursue the market without being just tied to MOT.

I can easily double my position if they come through with a real customer diversification.

N.S.