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

To: ForYourEyesOnly who wrote (547)	11/13/1997 11:28:00 AM
From: Zeev Hed	Respond to of 926

When I looked first at TRKN (still PMAT) it wass about a year ago, just before the fatefull acquisition. I was ready to jump in, but once the aquisition was announced, I made it clear to the thread why I felt it is a disaster. Now, I actually think that it is too late to sell. I think that the low was set in the mid 2'. My problem is that I have to be persuaded that they can survive and that they have soomething up their sleeves to leverage the cash they may get from another license or two. With the cash infusion already in and possible (very speculative, since you must examine the other potential licensees ability to buy such licenses) future cash infusions, there is at least a potential for a run to 6, but for that we may have to wait until next June when the semi-cap massacre will be over and a new wave of enthusiasm will spread through the semi-caps. In the manwhile we may be trading between 2 and 4 for months to come. Zeev