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Technology Stocks : Trikon Technologies - TRKN

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To: Carl R. who wrote (216)8/6/1997 9:59:00 AM
From: davesd   of 926
 
Carl, there is no replay, but a hard copy of the call should be available.

Carl, I agree with alot of the stuff on cleaning up the books and setting expectations for analysts, I hope someone of significance at TRKN reads it. I also don't think TRKN has done a great job of managing analysts in the last few quarters.

As far as being wishy washy on rev estimates....since they get alot of the orders in the same quarter and shipments can slip a week or two...it's diffcult to nail down a number and stick with it especially when you don't have a significant backlog with which you can manage your revs.

dave

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