Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: LTK007 who wrote (533)	11/12/1997 5:26:00 PM
From: JFitnich	Read Replies (1) \| Respond to of 926

Hmmmmm...maybe Murphy saw some AMAT employees in Trikon's parking lot and got excited. Seriously...I have to agree that a takeover is less imminent. I guess I am a long-term holder...for better or for worse. To the two Daves...I had a chuckle over your replies. GOOD luck, JF

To: LTK007 who wrote (533)	11/12/1997 9:44:00 PM
From: davesd	Read Replies (1) \| Respond to of 926

Max...it looks like TRKN gave up on etch ..cause they could not compete against the big boys in the .35u and .25u area.....TRKN was ready for .18u but the industry is not. I think they may get some more money from additional license deals....Their focus now is low k and Cu.....what happens is anyones guess. dave

To: LTK007 who wrote (533)	11/12/1997 10:02:00 PM
From: davesd	Respond to of 926

Max to finish off my reply....I don't think they are going to make it on their own....No matter what they develop in CVD and PVD....they will never have enough money to make it...They need alot of money to pedal new technology. However, someone may still want to buy them...Take LRCX...they have a good etch program....But they could still use the MORI source. LRCX is about to dump their CVD program and they have no PVD program. The stage looks like it's set for a LRCX buyout...TRKN lays off all the etch folks...LRCX dosen't need them...they shut down the Chatsworth facility for the most part and move all remaining stuff up to their Fremont location to continue to develop MORI. The low k and the regular flowfill provide a CVD technology that is in successful use today and the Forcefill provides a working Al PVD solution with Cu around the corner. That would round off LRCX's bag of tools fairly well...etch, CVD, PVD, CMP, and CU (dual damasene)R&D in progress. Sounds good to me....wonder how Greg feels about it. Plus Bagley talked about some event in November that would enhance their Oxide etch systems....I wonder if that was a hint of an acquisition. dave