Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.08

-0.4%

Dec 9 3:59 PM EST

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To: runes who wrote (59321)	2/1/2002 10:54:20 AM
From: JSLyons	Read Replies (1) of 70976

Runes, Arguably OT but in response on this thread... You recently identified TRKN as a niche player with some promise AND a lot of financial risk. That's fine, but a review of their financials don't appear to show that -- little debt and all that. Could u amplify your thoughts on this, perhaps when the wedding is over? While it is clear that the heavyweights like AMAT are by definition better placed to weather financial storms and chip downturns, it appears the emerging recovery -- whenever that is -- is shaping up as a technology-driven one. Here, the quality niche players could do well, either in their own right or as potential takeover targets by the bigs. I never invest with an eye toward the latter, but only mention it here as part of the discussion. I am still learning about TRKN but like what I see so far and have already made real and paper profits on an initial position taken after Sept 11. I look forward to hearing your views. Tks, Jonathan

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