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Technology Stocks : Trikon Technologies - TRKN

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To: LTK007 who wrote (606)12/18/1997 6:48:00 PM
From: davesd  Read Replies (1) of 926
 
Max...this was the first time I spoke to Chris...so I have no idea how he he would have sounded before Greg left. I also asked Dobson if any of the analysts had called him regarding what was going on....he had not heard from or talked to any analysts...I guess Wall street has written off TRKN.

Chris will talk to anyone who calls him I don't think that he has been silent, but it dosen't seem that they have been pursuing analysts to prop up the stock. They seem to be focused on the business.

The idea behind the sale of forcefill PVD was that if AMAT uses it...then it will bring the technology some credibility....AMAT will most likely get the top tier with TRKN aiming at the mid and lower end.

The one thing that was encouraging was that they now have a market focus which is in line with their reality....before "dreaming" Greg was all over the place trying to penetrate any and every account and went head to head with AMAT, LRCX,etc.

The low k Flowfill is still aiming to get some big names but majority of their future revenues will come from the second tier accounts...it almost sounds like a Tegal strategy.

dave
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