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

To: Doug Meetmer who wrote (2223)	8/19/1998 10:21:00 AM
From: dfloydr	Respond to of 3247

Doug: This morning there are a lot of us who would agree with you and add a #$%^@@! or two to your comments. Enough so that the stock has not yet opened. It will be a long time before Mr. Buchannan's options are worth anything at this rate. This is one time when it would be nice if no one paid any attention to TFS's news <g>. I notice that KOPN has opened down a half. At that they still have a market cap of $191mm vs. TFS at $119mm (last night's close). That a company with no earnings should sell for more than TFS .... grrr ... it tells us something. Maybe, using the KOPN model .... losses = higher market value ... we will see an uptick? Ha. Floyd

To: Doug Meetmer who wrote (2223)	8/19/1998 10:33:00 AM
From: michael c. dodge	Read Replies (2) \| Respond to of 3247

Well, guys.....I think the company will easily survive the competitive effects of the Asian currencys' dislocation. They have a solid balance sheet, and will continue to be cash flow positive from operations, even if they lose a few cents per share for the next two or three quarters. They will sell a significantly higher volume of LCDs as the MOT pipeline fills over the next several months.....regardless of the level of success of the MOT phones in the long run. The China plant will finish and fill with production.....cheaper production....... cheaper than the Koreans can produce for (the Chinese will see to that, in a macro sense, even if they have to devalue the Yuan). We will see a handset LCD order(s) from Ericsson. We will see Optiscape production orders, even. The company will return to profitability, and will have built value all the while..... This is all going to happen.....and in the meantime, the stock will trade down to $12, and some new owners will get a terrific bargain. mcd