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

To: raefon who wrote (1701)	6/7/1998 1:36:00 PM
From: Noblesse Oblige	Respond to of 3247

Hi Raefon.... What other negative surprises could they possibly have, short of Mt. Pinatubo covering the Philippine manufacturing facility with 12 feet of ash? Good grief, man...even the law of averages says we are due for a break. Enjoy what is left of your weekend. <G>

To: raefon who wrote (1701)	6/7/1998 2:49:00 PM
From: michael c. dodge	Read Replies (1) \| Respond to of 3247

I agree the RedChip will miss the boat on this one.....And that Debra Lowenthal is not as close to the reality as some on this thread....Heck, no one without a large stake is going to put the time and mental concentration into this security that we do (have done). I have added substantially to my TFS position the past week. David, I remember MINI very well, and did follow my own proclivities and independent research, after your initial recommendation. I am out of MINI at the time present, but will go back in when this concentration into TFS and SMU has been rewarded. The immediately past MINI experience was, uh, "beneficial". Thank you.....I would be content to take TFS, SMU, and MINI into the sunset, in that order. I have a guy who manages a large-cap portfolio for me, and he has beaten my socks off the last two years (84% cumulative). I used to think he was too conservative to make any money. I was wrong. BUT, I think I may catch him over the next year or so. <G> mcd