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

To: John Morelli who wrote (2368)	9/10/1998 2:45:00 PM
From: Jim P.	Read Replies (2) \| Respond to of 3247

John It is hard to get enthusiastic about a company that continues to expand it's commodity business (LCD's) where it gives firm price quotes but is subject to customer requested price reductions. It appears to me to be a replay of two years ago with MOT delaying contracts and then asking for price reductions. If I remember correctly the company did instruct that its pricing would be effected by the Japanese and Korean exchange rates. What I don't understand is why they continue to expand the low margin product capacity for MOT. Jim