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Technology Stocks : Trikon Technologies - TRKN
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To: davesd who wrote (31)4/25/1997 9:22:00 AM
From: Carl R.   of 926
 
Breakeven on revenue of $23m/quarter seems unlikely to me based on what I see. I will have to do a more extensive analysis if I get time. Interest, amortization, etc. will go on. Perhaps alot of the SGA is non-recurring due to consolidation, termination of employees, etc. Perhaps R&D is being pared back. No doubt CGA will drop back to a more typical percentage - I assume they wrote off a bunch of inventory.

But just roughly, if R&D is $4.5m, SGA drops to $5m, Int is $2.5m, Amort is $1m, then you have $13m in expenses. Breakeven would seem to be closer to $26-28m. Also, how long before they run out of income tax credits?

This is risky, as success or fire sale seem equally likely.

Carl
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