Table of Contents
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TFS Transformation
TFS Strengths
Building on Manufacturing Expertise
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Our Display Capability is a strong differentiator because……
Display Product Trends
TFS Display Strategy
Color & Monochrome Display Technologies
US Locations
Asian High Volume Facilities
TFS Service: From Concept…to Product
Supply Chain Strength
2003 Revenue Mix
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How TFS Wins Customers
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Current Capitalization (Dec 2003)
Revenue History
2004 P&L Highlights
Balance Sheet Highlights ($ thousands)
Improved Cash Conversion Days
Cash Flow 2003 ($ thousands)
TFS Operating Model
TFS Unique Value Proposition to Shareholders
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