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Technology Stocks : Trikon Technologies - TRKN
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To: Rick Hansen who wrote (221)8/6/1997 10:38:00 AM
From: Carl R.   of 926
 
Well, well. As I said, the loss was no great surprise based on the sales number. In my view there were several pieces of new information in the conference call along with a reiteration of the old message that "the technology is good and we expect orders soon". In my mind these were:
1. Sales will not be up appreciably in Q3.
2. Sales will be up significantly in Q4.
3. The dispute with the partners of the CVD R&D partnership has been settled.

Apparently #2 was more significant than #1. When you have a stock in the situation that this one is, it is hard to weigh the relative importance of information. My initial take was that the effect would be neutral, my next take is that is would be a slight negative. Apparently it is a slight positive. You may be right that shorts were expecting worse news.

As I said, if they can convince Wall Street that they have a plan, that they are in control, and that they are on the road to recovery, the stock could rise significantly.

Good luck,

Carl
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