Plasma and Materials Technologies !!!! Message Board

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Technology Stocks : Plasma and Materials Technologies !!!!

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To: davesd who wrote (374)	4/3/1997 10:30:00 AM
From: Lone Star	of 383

Dave, I have to disagree with regarding all it will take is a major fab buying one or all of TRKN's products/technologies. The biggest issue is this companies ability to demonstrate it can support volume business globally for the long term. Take Intel for example. If they go with TRKN, TRKN must support fabs in Ireland, multiple U.S sites, etc. I really have my doubts whether many companies are going to bet their fabs on such a small unproven player, especially since Electrotech was around an awfully long time and could never establish a rep as a "player'. I myself would love to buy into this stock, and will continue to lurk, but I'm pessimistic about the odds. So I would submit this thread should invite opinions on how TRKN infrastrucure and reputation can be built and monitor any progress. However, the good news. Its still a bit of a downturn, so they have a window. If this were an upturn, fabs wouldn't even look at an unknown, they would just go with the safe choices. In any event, best of luck and I hope I don't miss the window if it appears!

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