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Technology Stocks : Trikon Technologies - TRKN

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To: Larry Weiner who wrote (652)3/21/1998 9:56:00 PM
From: davesd  Read Replies (1) of 926
 
It's odd that they have not released any earnings or additional news about the company. My guess is that there is no good news to report...maybe that's why Dobson is waiting till the last minute to release the earnings....If I'm not mistaken, this is the first time ever that Dobson has had a public company.

It will be interesting to see how much cash they have to stay alive....I think it won't be much and their expenses to support the existing MORI stuff is going to be much higher than they expected.

The SEMI market melt down is going to make things even harder for them over the next few quarters...and anyone who is thinking to buy a license for the MORI source will wait till they are desperate for money....and TRKN will be forced to make another deal at a low price.

TRKN needs another license sale to survive....if they don't get it soon then I think they are doomed for sure.

My two cents worth.

dave
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