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Technology Stocks : Trikon Technologies - TRKN -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (528)	11/12/1997 2:28:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 926

Max, when last night I said I expect a rally to 4, I did not mean that will happen today. However, I do not expect prices much above 4 unless the reorganization is trully meaningful. Remember, they are going to take another major hit to their balance sheet with this reorganization. Now, if they could find two other companies each buying for $30 MM a non exclusive license, I would change my mind. This buys then maybe three quarters, can they turn the ship with AMAT competing with them? I know not. Zeev

To: LTK007 who wrote (528)	11/12/1997 2:45:00 PM
From: davesd	Read Replies (1) \| Respond to of 926

Max...TRKN is no longer a etch company....they will layoff most of their etch gripu...they are now a deposition company. I expect LRCX to do a similar deal with TRKN and maybe even TEL...Hell what's $30M to these guys...they spend alot more money in R&D...this will save them ton of $$$ in the long run. dave