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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: runes who wrote (59321)	1/24/2002 1:10:49 PM
From: Sam Citron	Respond to of 70976

Do your research well Apparently you have, Runes. Thank you for sharing your thoughts. Ever thought about becoming an analyst? <g>

To: runes who wrote (59321)	1/28/2002 7:55:23 PM
From: Will Lyons	Respond to of 70976

runes IMHO TRKN is the the one most likely to survive. they have good products ---for III-V as well as SI, copper, and low k--etc. And British accounting !

To: runes who wrote (59321)	2/1/2002 10:54:20 AM
From: JSLyons	Read Replies (1) \| Respond to of 70976

Runes, Arguably OT but in response on this thread... You recently identified TRKN as a niche player with some promise AND a lot of financial risk. That's fine, but a review of their financials don't appear to show that -- little debt and all that. Could u amplify your thoughts on this, perhaps when the wedding is over? While it is clear that the heavyweights like AMAT are by definition better placed to weather financial storms and chip downturns, it appears the emerging recovery -- whenever that is -- is shaping up as a technology-driven one. Here, the quality niche players could do well, either in their own right or as potential takeover targets by the bigs. I never invest with an eye toward the latter, but only mention it here as part of the discussion. I am still learning about TRKN but like what I see so far and have already made real and paper profits on an initial position taken after Sept 11. I look forward to hearing your views. Tks, Jonathan