Trikon Technologies - TRKN Message Board

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Technology Stocks : Trikon Technologies - TRKN

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To: Rick Hansen who wrote (221)	8/6/1997 10:25:00 AM
From: davesd	of 926

Rick, as I mentioned there were no surprises in the conf call....it sounded slightly negative to me, however, there was alot of info on the penetration of all three tools in the industry and mention that some of the customers are positioned for production orders and the most significant of all (in my opinion) was the mention that Q4 is shaping to be a very good quarter. I hope what they mean by "very good" is breakeven or better. In the press release they also mentioned that "multiple customers are now considering production orders"....to me all the above are fairly bullish statements. For those looking for the light at the end of the tunnel....it may come in Q4. If you are a bear (or a bull).....the financials are still a big concern and Q3 is still up in the air....the guidance for Q3 was on the weak side....I suspect it will be close to flat with Q2. In a nutshell there was enough Bull/Bear news to go around....but, I think enough forward looking stuff was thrown out there to keep the stock from sliding. On the other hand....I'm not sure what the short position is on TRKN...this pop up may just be some covering by shorts that thought the stock was headed to $4 again. The next week or so will tell the story. dave dave

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