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Technology Stocks : Trikon Technologies - TRKN

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To: davesd who wrote (614)12/24/1997 12:38:00 AM
From: JFitnich  Read Replies (1) of 926
 
Dave
I was not aware he owned that many...ouch. I thought it was less.

I like the new strategy (at least better than the old) so I am sticking and waiting around. The money I have in TRKN isn't huge so I will stick around and see if Dobson can right the ship.

I was forced to reassess my investment. I was in on the takeover news and I am still in. I guess I am in until I need the tax-loss bad enough. So I will wait and see what goes on in the next 6-9 months.
I am not expecting any miracles though...so we'll see.

My question is: Who is considered the 2nd and 3rd tier players?

It would seem that if Trikon WAS good enough to get some of their tools into a couple of the big fabs then their technology should make some progress into the others. Just a thought...I don't know who the 2nd and 3rd guys are...and the service question keeps popping up. Do you want to buy tools from someone who may not be around to service them?

Thanks again for your insight Dave, and enjoy your Christmas.

JF
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