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

To: raefon who wrote (2205)	8/17/1998 12:38:00 PM
From: Noblesse Oblige	Read Replies (1) \| Respond to of 3247

Raefon notes: "According to TFS, the company has already received an order for LCiD to be incorporated into a domestic cell phone project(the 8600?). I do not remember seeing an announcement, can anyone else recall the company indicating they "have an order"? Obviously this means that the furnace order is actually the second application. The company still expects the cell phone marketplace to be significant for LCiD." ______________________________________________________________ Sorry, I can't recall any announcement about an LCiD order other than that of the other day for application in the furnace market. I suppose there may be many reasons for not having an announcement other than being non-communicative, but I can't think of one now other than the order may have been so small as to not meet the standard $1 million qualification as a "material" event. Do you think TFS might possibly have changed its method of communicating news to shareholders without making a public announcement of the policy alteration? <G> On other matters, We are now passing the first anniversary of the "promised" increase in research coverage. Have I missed anything? Have a good day.

To: raefon who wrote (2205)	8/17/1998 3:50:00 PM
From: Rainier	Read Replies (2) \| Respond to of 3247

Raefon, TFS did mention during the conference call that LCiD had been incorporated into a new analog phone. My notes say this was "delayed when priority was given to the digital line." As I recall, Jim found a link showing the StarTac 8600, and we reached a general consensus that the display was LCiD or something very similar a few months ago. By the way, I also kept a copy of Noblesse's notes (some of my best TFS research materials!) from the call. They confirmed that "there is at least one cellular phone customer introducing a product with LCiD (for an analog phone)." Lisa