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Technology Stocks : Trikon Technologies - TRKN

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To: Ian@SI who wrote (459)10/10/1997 2:04:00 AM
From: Zeev Hed   of 926
 
Ian, I am not saying the company is going to 16 or something like that, but the company is in play, the value an outside player would put on this company must be close to one time the sales potential they can realize two years down the road. A company like LRCX, AMAT or KLAC could provide the necessaqry marketing and support to get these sales to the $200 MM in few years, so, depending on the optimism such a company might have, they could still squeeze between 9 to 12 bucks out of this company. There is always a chance that they will end up like GCA, on the heap and being sold piece by piece at distress prices. If that was to be the case, we would have seen an opening like Carl predicted yesterday in the 2 to 4 range, instead we opened close to 6 and wave after wave of selling were contained. A sign that something is brewing.

Zeev
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