Trikon Technologies - TRKN Message Board

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Technology Stocks : Trikon Technologies - TRKN

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To: Rick Hansen who wrote (60)	4/28/1997 10:52:00 AM
From: Zeev Hed	of 926

Rick: There is a silver lining, this company is now capitalized at $85 MM or so, if they can restart the engine and avoid failure, and their sales volume picks up to the levels the two oraganizations had (140 MM) and they turn the corner in terms of profitability and cash management, the company could be valued a year from now (when all the ifs have turned out positive) at one to three times annual sales, which should be equivalent to anywhere between $10 to $30 per share. The problem I see is survivability and that will depend on how long the semi-cap recession stays on, and whether TRKN can project the image of a surviving company to its potential clients base. We will not know that for some three to six months, and before we see the silver lining, I am afraid one would be able to buy these shares well under 4, maybe in the low 2. If by then the survivability is assured, then it will become an extremely compelling buy. Zeev

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