Trikon Technologies - TRKN Message Board

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Technology Stocks : Trikon Technologies - TRKN

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To: davesd who wrote (266)	8/22/1997 9:36:00 PM
From: Carl R.	of 926

I agree that they can't go anywhere without production orders, but I wouldn't be surprised a bit if the price starts creeping up and the volume increases a few days before the news is officially announced. That happens frequently. In this stock it should be highly visible, just as the Barron's article had a visible, if short-lived effect on the price. I also agree that based on the lack of production orders, especially the lack of production orders by Hyundai, the advantages of the technolgy are coming into question. If they have no advantage at .25u today, why should we believe that any advantage that they might have today at .18u might not be overcome by AMAT, LRCX, etc. before the industry moves to .18u. Carl

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