Trikon Technologies - TRKN Message Board

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Technology Stocks : Trikon Technologies - TRKN

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To: LTK007 who wrote (604)	12/18/1997 4:51:00 PM
From: davesd	Read Replies (3) of 926

Well, I got a chance to talk to Chris Dobson....the following are some of the highlights... The strategy moving forward is to focus on 2nd and 3rd tier Fabs....If anyone in the top tier is interested they will be happy to work with them. He thinks that they may be able to sell one more MORI License...there are in talks and testing....but no promises. If they get one more deal...that will put them in a pretty good position. They have enough cash for 1998 50% of the expenses in the past have been in the etch business...alot of that will soon be gone. Electrotech is much leaner since the last layoff. They expect positive EBITDA in 1998 with profits in 1999. They may use the MORI source in their current low end etch product. They have gone around and met will all their accounts and he was comfortable with the meetings. He feels much more optimistic about TRKN now then he did in the last 6 to 9 months. Not much to hang a hat on...but it's too soon to tell. dave

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