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

To: dfloydr who wrote (1606)	6/1/1998 2:50:00 PM
From: dfloydr	Read Replies (1) \| Respond to of 3247

Whoever is dumping stock would be a lot smarter to contact Chira and see if one of those institutions that he says are "on the fence" would like to step into this stock. Chira's firm would love to have the business. Chira would love to be "paid" for his research. Dumping shares on this stock's market maker is pretty naive ... they have never shown any sign of standing up to more than a few hundred shares. Floyd

To: dfloydr who wrote (1606)	6/1/1998 3:48:00 PM
From: Ariella	Read Replies (1) \| Respond to of 3247

<<What's up now? Last time we had this price action ... volume up and price steadily down, the next day TFS woke up to the fact that MOT orders were not coming in and announced 2Q would fall short of previous expectations. Has MOT cancelled now? Stock or convertible offering under way?>> Gee Floyd, It's unusual for you to direct any questions my way. Any concern that I'm the "naive" party trying to dump shares today? Not so. I'm wondering though at the tone of panic in your questions. Tao, a Tai Chi master I know who also invests, put this comment on his SI profile. "Panic is the belief that what you are experiencing now will continue indefinitely." To which I added on mine: "On Wall Street make sure you panic before the herd." I sold 1/3 of my TFS position over the past couple of weeks and switched into ABTX, which is running at an annualized revenue rate of $500 million today, up from $60 million two years ago, and has a management very responsive to increasing shareholder value. Today there's nothing to do on TFS but ride it through, and if you believe in the company, maybe buy some more. If you look beyond Arizona, you'll see lots of stocks got shelled today. Consider the possibility that some TFS shareholders have margin problems and have no choice about selling at the moment. Or that others see compelling values in other stocks that have a better eps consistency track record, are not attached at the hip to a single company, and who actually try to help their shareholders. Good luck, Ariella