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Technology Stocks
Trikon Technologies - TRKN
An SI Board Since April 1997
Posts SubjectMarks Bans Symbol
926 15 0 TRKN
Emcee:  Robert Henry Type:  Unmoderated
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51 Is Trikon running out of cash? Will Trikon survive? Q1 report raises serious doLeo Yohan-4/27/1997
50 Carl: Last time I went through this exercise it took forever to dump 850 K of tZeev Hed-4/27/1997
49 If you have loads of time, read the TRKN 10-K. In it they indicate that as of Carl R.-4/27/1997
48 Carl, Carl, you always force me to do harder work than I really want to do. I Zeev Hed-4/27/1997
47 Dave: I will not argue the technology point, I think they do have some advantagZeev Hed-4/27/1997
46 I have now had time to do a more extensive analysis and I concur that the resulCarl R.-4/27/1997
45 Dave, how do you think it will affect TRKN now that they are no longer elgible Carl R.-4/27/1997
44 Zeev....now that you have given us your interpretation on their fiancial conditdavesd-4/26/1997
43 Carl: Miracles can and do happen, but I will not hold out. Here is my reasoningZeev Hed-4/26/1997
42 As I said, I think they have a 50-50 chance of recovery. So far only the ineviCarl R.-4/26/1997
41 sds: If the banked "waved" some of the loan covenants (as someone repZeev Hed-4/26/1997
40 Not so fast Zeev... TRKN doesn't necessarily have to be in default of its sds-4/26/1997
39 Carl: I think that the next shoe will include either a reduction in receivablesZeev Hed-4/26/1997
38 Carl: They have 39 $MM of "good will" (their euphemism is "intanZeev Hed-4/26/1997
37 The option symbol is QLP and they trade on the Pacific Exchange as well as the guido leone-4/26/1997
36 Never mind. I looked again, and after subtracting intangibles they do have negCarl R.-4/25/1997
35 We've bounced!DRL-4/25/1997
34 Looks like they still have positive book value to me of $1/share (down from $6 Carl R.-4/25/1997
33 Breakeven on revenue of $23m/quarter seems unlikely to me based on what I see. Carl R.-4/25/1997
32 There is no joy in being right on this forecast, and I am sorry that the companCarl R.-4/25/1997
31 Robert, I listened to the conf call...the following are some of the highlights.davesd-4/25/1997
30 You wrote: "I guess none of us have a perfect crystal ball." Amen tCarl R.-4/24/1997
29 Ken: Please read my preceding analysis, nothing is factored in this price, it wZeev Hed-4/24/1997
28 Robert: I just looked at the results for the last quarter. UGLY. I am no longeZeev Hed-4/24/1997
27 To all, Anyone think Trikon is vulnerable to a hostile takeover with their propKen Chapman-4/24/1997
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