Trikon Technologies - TRKN Message Board

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Technology Stocks : Trikon Technologies - TRKN

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To: davesd who wrote (180)	8/2/1997 11:35:00 AM
From: semicon	of 926

Dave, I have some different opinions on TRKN's technology. Currently I have shares, and like to see raise. But we all need to be realistic. Etcher: I don't know if TRKN's even has a OX etcher, their poly etcher is pretty good, but only less than five beta tool on field. I wouldn't count on that. AMAT and LRCX has the best OX etcher. Low K: All equipment ventors and some chemical companies have low k program from 4-5 years ago. Some of them already on field. What TRKN (we should say Electrictech) has is flow fill, so far got a lot of attention from big boys (TRKN may turn profitable from next quarter because some big boys already put some orders?). PVD(Al forced fill): Very unique idea, also from Electrictech. Good solution till CVD Cu join the game. Also some order from big boys? TRKN's management is very agressive, takeover? I don't think so. Let's hope some orders in Q3. Semicon

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