Oh, my goodness. Looks like my previous analyses on Trikon was right on the mark I remember some names here, Carl, Dave, Zeev here. You were a nice group of objective participants in this thread, no hypes, and tolerance for opposing opinions. I'm surprised you are all still here.
I'd like to raise the same questions that I asked before in, techstocks.com techstocks.com expect now Trikon's precarious financial situation should be apparent to all.
Serious financial issues asides, there are repeated claims in this thread that Trikon has superior leading edge technologies unavailable to other companies, and that the technology will be crucial for future generation of semiconductor equipments.
1) I would appreciate if some one in the industry (not just investors) could comment on these claims. 2) As I asked before, if the products are so good, how come they aren't selling many. Is it really possible that Trikon products are much too far ahead of its time to sell? 3) How does CU impact the future of Trikon's technologies such as forcefill, flowfill, & low k.
Thanks & good luck to all. |