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Technology Stocks : Trikon Technologies - TRKN
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To: bob zagorin who wrote (207)8/5/1997 12:11:00 PM
From: davesd   of 926
 
Bob, the count on the shares in now around 18mill .....and don't forget the debt they have.

FABs have enough problems in production...the last thing they want is to own a tool company....plus if a FAB was to buy TRKN, the folks at other tool companies may not want to do business with you.

As far as a takeover.....insiders own over 50% of the stock, so it would have to be a price that's too good to turn down. Or if things don't pick up in the next few quarters, TRKN may be forced into a merger with someone who has the resources to market their products.

As long as TRKN is a smaller player...AMAT, LRCX, NVLS or whoever else they pose a threat to will pretty much ignore them, but if either one tries to make a takeover move....I suspect that several others will be interested to jump into the bidding. TRKN can be ignored due to their size, but it's diffcult to ignore their technology.

If AMAT or LRCX had TRKN's technology, I bet you they would have penetrated the markets long ago and the technology would have been mainstream by now.

dave
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