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

To: LAWREAL who wrote (1657)	6/4/1998 3:13:00 PM
From: michael c. dodge	Respond to of 3247

Check out the Irridium phone front page story in the WSJ today.

To: LAWREAL who wrote (1657)	6/4/1998 3:18:00 PM
From: Noblesse Oblige	Read Replies (1) \| Respond to of 3247

Hi Lawreal.... Recent comments by Everen on MOT have no real pertinence to TFS. Most of the MOT problems are semiconductor related, and/or directed at MOT cellphone sales and distribution opportunities/risks in the Far East. For TFS, it is known that the company derives no present revenue benefit from Far Eastern cell phone operations of MOT, so any business there will be incremental to us. Right now, the most important issue will be for TFS to start shipping on the three delayed programs that impacted the second quarter. If, as I expect, shipments start within a relatively short time frame (prior to the end of June) the third quarter will have no material change from what most expectations were even prior to the recent press release. I still expect that quarter three will have revenues north of $ 30 million and earnings of roughly $.30 per share. For those figures to be materially in doubt, the MOT delays will have to continue for at least the next month. Have a good evening.