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

To: N. Saliba who wrote (1594)	5/31/1998 7:30:00 PM
From: Noblesse Oblige	Read Replies (1) \| Respond to of 3247

N Saliba notes: "I can easily double my position if they come through with a real customer diversification." ________________________________________________________________ Well Mr. Saliba...that is the $64,000 question. (Or in some cases, perhaps more.) It makes sense for TFS to pursue that business, particularly since MOT has a technology arrangement with a TFS micro display competitor, Kopin Corporation. As has been indicated here before, the company has (is?) pursued leads in that direction. Right now, the fact that half its total business (and all its cell phone business) goes to MOT limits the stock price even in periods when things are going well. Inking a new cell phone manufacturer would do more to move this stock higher than a 30 cent third quarter. You are right on the money. You can tell merely from the contributions on this "thread" (be it from the sophisticated or non-sophisticated holder, it matters not), that the major concern of the "market" is lack of customer diversification. Some new information in this regard would have to be disclosed in conjunction with an offering, so we will know one way or another (either by press release or the due diligence process) some time in the next six to nine months. Have a good weekend.