Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: raefon who wrote (2352)	9/3/1998 2:16:00 AM
From: dfloydr	Read Replies (1) \| Respond to of 3247

Hi raefon: I hope you are not "due respecting" me because your views will not get me upset. Maybe you are "due respecting" the company? In your present mood, that would be curious! I was looking through all my conference call notes, press releases and other items I have on TFS last night trying to find the name of their contractor in China since I heard a rumor that that plant was maybe not going to get built and I'd like to start asking some questions overseas since we get no information here ... and you are so right ... their plans just have not happened. That goes for what DRB said as well as VR. Changing gears: TFS announced a new sales/marketing hire some months back. No further word from or about him. They announced that man to take over and run China. Again, no word from or about him. One has to wonder, are those folks still around? What's this about DRB's "return"? Is the board taking the position that he better get back and put some performance where his mouth was? If the situation is that muddled, I would not expect much to come from that move. New management or new ownership would seem to offer more promise. Some months ago I asked on this thread: "If I were God starting a new cell phone company, would I choose to do business with TFS"? The only responses I got said No! and each indicated that TFS has a credibility problem within the industry. That was back in the DRB era at TFS. So what will this return accomplish? ON TFS's side, I sense that MOT has been pushing their supliers really hard to make up for their own delays and screwups. Nice! TFS's relationships with MOT can't be that good or they would have had a much better handle on the MOT order flow and on their inventories of raw materials for MOT. By the way, inventories might be a piece of good news in this quarter. If, as TFS says, the MOT orders are under way, though slowly, then TFS must be eating into that inventory they built up in the first half. This one could get interesting. Floyd