TRKN heute +18% (wg. Zahlen) morgen NASDAQ Listing angekündigt... - 500 Beiträge pro Seite
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Meistdiskutierte Wertpapiere
Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
---|---|---|---|---|---|---|---|
1. | 1. | 18.500,48 | -0,12 | 119 | |||
2. | 2. | 0,1800 | -83,67 | 74 | |||
3. | 4. | 2.231,78 | +1,79 | 51 | |||
4. | 3. | 20,910 | -5,47 | 49 | |||
5. | 5. | 175,79 | -2,25 | 37 | |||
6. | 6. | 4,9230 | -0,47 | 35 | |||
7. | 7. | 1,0400 | +14,40 | 34 | |||
8. | 17. | 2,6200 | -14,94 | 34 |
Hallo,
heute hat TRKN die Zahlen bekannt gegeben:
18,6 Mio. $ (net income 1.9 Mio. $ oder 0.15$ per share)
Außerdem wurde für morgen das NASDAQ listing bekannt gegeben.
Zu Handeln in den USA WKN:899087
schaut nach unter Yahoo news...
Gruß Birger
heute hat TRKN die Zahlen bekannt gegeben:
18,6 Mio. $ (net income 1.9 Mio. $ oder 0.15$ per share)
Außerdem wurde für morgen das NASDAQ listing bekannt gegeben.
Zu Handeln in den USA WKN:899087
schaut nach unter Yahoo news...
Gruß Birger
Scheint, als tut sich bei TRKN mal wieder was: Die Sales sollen explodieren laut RB-posting...
Birger
http://www.ragingbull.com/mboard/boards.cgi?board=TRKN&read=…
Birger
http://www.ragingbull.com/mboard/boards.cgi?board=TRKN&read=…
Ich will ja nicht jammern, aber dadurch, daß ich mich hier mit mir selber unterhalte sind Euch mittlerweile 100% (!!!!!!!!) Gewinn entgangen.
TRKN heute: 25$
Birger
TRKN heute: 25$
Birger
Hallo Birger,
Du brauchst keine Sorge zu haben, dass Du Dich ständig allein mit Dir unterhalten musst, denn andere sind auch an dem Wert "dran".
Das Warten bei Trikon hat sich gelohnt und ich halte den Wert im Branchenvergleich (KGV, Umsatzmultiple, Gewinndynamik) auch
nach dem jüngsten Ansteig noch für deutlich unterbewertet. Mal schauen, wohin uns der jetzige Ausbruch führt. Wichtig ist, dass der
Investitionszyklus für die Chip-Zulieferer erst in 2000 so richtig ans Laufen kommt und wohl erst 2002 abflachen soll. Genügend Zeit
also, um den Kurs noch nachhaltig in Schwung zu bringen (d.h. nördlich von 50$). Ein Ausstieg zum gegenwärtigen Zeitpunkt halte ich
für völlig verfrüht: The best is yet to come. In diesem Sinne,
Gruß
value_seeker
Du brauchst keine Sorge zu haben, dass Du Dich ständig allein mit Dir unterhalten musst, denn andere sind auch an dem Wert "dran".
Das Warten bei Trikon hat sich gelohnt und ich halte den Wert im Branchenvergleich (KGV, Umsatzmultiple, Gewinndynamik) auch
nach dem jüngsten Ansteig noch für deutlich unterbewertet. Mal schauen, wohin uns der jetzige Ausbruch führt. Wichtig ist, dass der
Investitionszyklus für die Chip-Zulieferer erst in 2000 so richtig ans Laufen kommt und wohl erst 2002 abflachen soll. Genügend Zeit
also, um den Kurs noch nachhaltig in Schwung zu bringen (d.h. nördlich von 50$). Ein Ausstieg zum gegenwärtigen Zeitpunkt halte ich
für völlig verfrüht: The best is yet to come. In diesem Sinne,
Gruß
value_seeker
hallo value
heute wieder plus 18% auf mittlerweile 28 1/16 $
Schön
heute wieder plus 18% auf mittlerweile 28 1/16 $
Schön
Schöner Anstieg gestern bei ordentlichem Volumen. Aber wie gesagt: The best is yet to come.
Gruß
value_seeker
Gruß
value_seeker
Value
Wann kommen denn die Quartalszahlen?
Ich bin leider bei 19,6 $ mit meinem Einsatz raus. Seitdem spekuliere ich nur noch mit meinem Gewinn weiter, und den werde ich ohne Risiko noch 2 weitere Jahre halten.
Gruß
Birger
Wann kommen denn die Quartalszahlen?
Ich bin leider bei 19,6 $ mit meinem Einsatz raus. Seitdem spekuliere ich nur noch mit meinem Gewinn weiter, und den werde ich ohne Risiko noch 2 weitere Jahre halten.
Gruß
Birger
Hallo Birger,
einen genauen Termin kann ich Dir leider nicht nennen, wenn man jedoch das Datum des letzten Quartalberichts zu Grunde legt,
dann müsste es der 9.8. sein. Die Trikon-website gibt auch nichts genaueres her. Der exakte Termin ist mir jedoch auch egal,
Hauptsache die Zahlen stimmen.
Gruß
value_seeker
einen genauen Termin kann ich Dir leider nicht nennen, wenn man jedoch das Datum des letzten Quartalberichts zu Grunde legt,
dann müsste es der 9.8. sein. Die Trikon-website gibt auch nichts genaueres her. Der exakte Termin ist mir jedoch auch egal,
Hauptsache die Zahlen stimmen.
Gruß
value_seeker
Unter www.semi.org/web/wmagazine.nsf/url/mihome stehen eine Reihe aktueller Artikel zum aktuellen Stand der Zulieferbranche
und vor allem zu den weiteren Aussichten. Diesen Genuß sollte man sich nicht entgehen lassen...
value_seeker
und vor allem zu den weiteren Aussichten. Diesen Genuß sollte man sich nicht entgehen lassen...
value_seeker
Hewhodares, einer der seriösesten Poster im RB Board hat sich zu den erwarteten Zahlen geäußert, die gigantisch sein sollen:
As already stated, Bumper Q2 Coming.
Hi Longs,
Yet another chance to get in on the cheap. Trkn will post Q2 revenue of $35 - $40M on shipments which have more than doubled compared to Q1. The exact amount will depend on the product mix, but if Q1 brought $18.6M it is safe to assume that $35M+ is on the cards for Q2.
Trkn could choose to hold some back but personally I cant see that happening. If this is not enough, there is talk that by the time Q4 arrives revenues will have reached twice Q2.
Trkn will in IMHO hit $135 - $150M for 2000. And that is without significant assistance from low k, which will do well in 2001.
When you include limited coverage, increasing revenues, recovery stock, hot products, hot sector, impressive backlog, new customers and a significant foothold in the wireless area it makes you kick yourself you did not bu more when t was 13 ce3nts pre-split. Aplogies for being greedy but i guess it`s human nature that no matter what you make you always think about the $$$ which got away. Not to worry plenty more $$$ to come. Won`t be selling for another 18 months min.
No problems with capacity are envisaged at the moment. Production have 15 bays and depending on the product some bays can hold more than 1 system at a time. Significant further production ramp ups are easily achievable as Q3 and Q4 will show. Production still have plent in the tank. Have not posted recently but read every single post.
All the best old_dad and other longs.
Hew.
As already stated, Bumper Q2 Coming.
Hi Longs,
Yet another chance to get in on the cheap. Trkn will post Q2 revenue of $35 - $40M on shipments which have more than doubled compared to Q1. The exact amount will depend on the product mix, but if Q1 brought $18.6M it is safe to assume that $35M+ is on the cards for Q2.
Trkn could choose to hold some back but personally I cant see that happening. If this is not enough, there is talk that by the time Q4 arrives revenues will have reached twice Q2.
Trkn will in IMHO hit $135 - $150M for 2000. And that is without significant assistance from low k, which will do well in 2001.
When you include limited coverage, increasing revenues, recovery stock, hot products, hot sector, impressive backlog, new customers and a significant foothold in the wireless area it makes you kick yourself you did not bu more when t was 13 ce3nts pre-split. Aplogies for being greedy but i guess it`s human nature that no matter what you make you always think about the $$$ which got away. Not to worry plenty more $$$ to come. Won`t be selling for another 18 months min.
No problems with capacity are envisaged at the moment. Production have 15 bays and depending on the product some bays can hold more than 1 system at a time. Significant further production ramp ups are easily achievable as Q3 and Q4 will show. Production still have plent in the tank. Have not posted recently but read every single post.
All the best old_dad and other longs.
Hew.
Seit heute wird Trikon auch in Frankfurt gehandelt. WKN 899087.
value_seeker
value_seeker
Nach der letzten Konsolidierung könnten das jetzt wieder Einstiegskurse sein, so kurz vor den Q-Zahlen !!!
Q-Zahlen diese Woche und sollen laut RB-board phänomenal ausfallen, aber wer weiß schon, ob das dann auch so kommt...
Birger
Q-Zahlen diese Woche und sollen laut RB-board phänomenal ausfallen, aber wer weiß schon, ob das dann auch so kommt...
Birger
Earnings tomorrow. EOM
Earnings sind da !!! Phänomenal
Wednesday August 9, 8:55 am Eastern Time
Press Release
Trikon Technologies Announces Record Second Quarter 2000
NEWPORT, Wales, United Kingdom--(BUSINESS WIRE)--Aug. 9, 2000--Trikon Technologies, Inc. (Nasdaq: TRKN - news) today reported results for its second quarter ended June 30, 2000. Revenues for the quarter were $26.0 million, including license revenue of $350,000. Product revenues increased by 38 percent from $18.6 million for the first quarter of 2000 and by 137 percent from $10.8 million for the second quarter of 1999.
Net income of $3.7 million (or $0.33 per share) was recorded for the second quarter of 2000, up 93 percent from net income of $1.9 million (or $0.15 per share) for the first quarter of 2000 and compares to net income for the second quarter 1999 of $1.9 million (or $0.15 per share). Net income for the second quarter of 2000 is stated after a non-recurring charge and exchange gains amounting to a net $800,000 charge to earnings (or $0.08 per share). The per-share amounts are stated on a fully diluted basis.
Product gross margin for the second quarter of 2000 fell to 45 percent of revenues compared to the 47 percent of the prior quarter as a result of a strategic product sale at reduced gross margin. Net margin was 14.1 percent of revenues (17.2 percent excluding the non-recurring charge and exchange gains) in the second quarter of 2000, up from the net margin of 10.2 percent in the first quarter of 2000.
Record product bookings in the second quarter generated a book-to-bill ratio greater than 1.7. Backlog further increased to new record levels.
Nigel Wheeler, president and chief executive officer said: ``Trikon is reporting record product revenues in the eighth quarter of sequentially increasing sales and is experiencing record order levels driven by both capacity expansion and new technology buys. Trikon is experiencing improved business in all technologies and geographic areas. During the quarter, Trikon shipped everything from PVD tools to a top-10 DRAM manufacturer to an advanced etching tool for an opto application. Geographically, Europe remained the largest market with 55 percent of revenues, with North American sales at 24 percent and Asian sales increasing to 21 percent. Technologically, PVD sales still made up the majority of revenues with 59 percent, plasma etch sales with 21 percent and CVD with 20 percent.``
Mr. Wheeler concluded, ``We continue to see strong interest in our low-k products, Low-K Flowfill(TM) and Omega®M0RI(TM) helicon plasma etcher, and we are working with customers on copper damascene integration as well as aluminium gap fill with these products. At Semicon West we introduced a new ionised PVD module for barrier deposition with what we believe to be unique features and benefits over existing ionised PVD solutions and at considerably lower cost than alternative CVD techniques. Trikon`s 300mm developments are also well positioned to meet customer`s timescales with advanced tools in build. These are of comparable size to our existing 200mm designs with the capability of processing both 200mm and 300mm wafers faster and at a lower cost of ownership than our existing 200mm designs.``
There is a financial community conference call at 10:30 am eastern daylight time today Wednesday, August 9, 2000 with a play-back service available immediately afterwards for 7 days. To access the replay from within the US call: (800) 625 5288, to access from outside the US call: +1 (303) 804 1855. The access code is 775302.
About Trikon Technologies
Trikon www.trikon.com is positioned at two technology frontiers in the equipment industry based on solid production experience earned over 30 years. Trikon offers enabling production equipment for the manufacture of Gigahertz silicon and broadband wireless and optoelectronics communications devices.
Trikon`s patented, `patent applied for` and proprietary technologies are delivered on equipment platforms used worldwide for volume production. Trikon operates and manufacturers at a world class 115,000sq.ft. facility featuring ISO9000 (quality) and ISO1401 (environmental) registration.
Trikon has patents and patents pending on Flowfill® and Low K Flowfill(TM) and related processes and continues to develop low-k chemistries and processes for advanced applications. Trikon provides a broad line of advanced manufacturing systems used for three of the major processing steps in the manufacture of a semiconductor device: chemical vapor deposition (CVD), physical vapor deposition (PVD) and plasma etch. Products include: Low K Flowfill(TM) for advanced low-k insulator deposition, Sigma® fxP for advanced metal deposition including barrier layers and M0RI(TM) high-density plasma etchers.
``Safe Harbor`` Statement Under the Private Securities Litigation Act of 1995: This news release contains certain forward-looking statements, including, but not limited to, statements relating to the continued strength in demand for semiconductor production equipment and the status of Trikon`s products and their acceptance in the marketplace. These forward-looking statements are subject to various risks and uncertainties that could cause results to differ materially, including, but not limited to, (1) that the semiconductor industry will experience conditions, such as changes in demand for various types of semiconductors, that will affect the demand for semiconductor production equipment and Trikon`s products, and (2) that Trikon will not adequately respond to technological developments impacting the semiconductor industry. These factors are not intended to represent a complete list of all risks and uncertainties inherent in the Company`s business, and should be read in conjunction with the more detailed cautionary statements included in the company`s SEC reports, including, without limitation, its annual report on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K.
- Tables Follow -
-0-
Trikon Technologies, Inc.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED)
(In thousands)
Three Months Ended Six Months Ended
June 30, June 30, June 30, June 30,
2000 1999 2000 1999
Revenues:
Product sales $ 25,651 $ 10,813 $ 44,293 $ 19,529
License revenues 350 2,144 350 2,144
26,001 12,957 44,643 21,673
Costs and
expenses:
Cost of
goods sold 14,113 6,625 23,931 12,398
Research and
development 2,316 1,597 4,016 3,194
Selling,
general and 5,802 2,767 10,743 6,630
administrative
22,231 10,989 38,690 22,222
Income
(Loss) from
operations 3,770 1,968 5,953 (549)
Interest
(expense), net (52) (48) (107) (114)
Income (Loss)
before income
tax provision 3,718 1,920 5,846 (663)
Income tax
provision 48 38 277 84
Net income
(loss) $ 3,670 $ 1,882 $ 5,569 $ (747)
Net
income (loss)
applicable $ 3,398 $ 1,262 $ 4,743 $ (1,967)
to common
shares
Earnings
(loss) per
common share
data:
Basic 0.35 0.15 0.52 (0.24)
Diluted 0.33 0.15 0.49 (0.24)
Average
common shares
used in the
calculation:
Basic 9,741 8,253 9,203 8,253
Diluted 10,327 8,405 9,779 8,253
Trikon Technologies, Inc.
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands)
June 30, December 31,
2000 1999
(unaudited)
Assets
Current assets:
Cash and cash equivalents $ 4,880 $ 3,927
Accounts receivable, net of reserves 24,924 15,471
Inventories, net of reserves 25,038 19,256
Other current assets 2,927 2,129
Total current assets 57,769 40,783
Property, equipment and
leasehold improvements, net 17,400 15,217
Demonstration systems, net
of accumulated depreciation 1,236 860
Other assets 283 418
Total assets $76,688 $57,278
Liabilities and shareholders` equity
Total current liabilities 29,578 17,412
Convertible subordinated notes 1,505 4,147
Long-term debt, less current portion 3,775 --
Other non-current liabilities 3,871 4,115
Total shareholders equity 37,959 31,604
Total liabilities and shareholders` equity $76,688 $57,278
--------------------------------------------------------------------------------
Contact:
Trikon contact: Trikon IR contact:
Carl Brancher Alexander Fudukidis
Trikon Technologies Golin/Harris
44 (0) 1633 414111 (UK) (212) 309 1417
carl.brancher@trikon.com afudukidis@golinharris.com
Wednesday August 9, 8:55 am Eastern Time
Press Release
Trikon Technologies Announces Record Second Quarter 2000
NEWPORT, Wales, United Kingdom--(BUSINESS WIRE)--Aug. 9, 2000--Trikon Technologies, Inc. (Nasdaq: TRKN - news) today reported results for its second quarter ended June 30, 2000. Revenues for the quarter were $26.0 million, including license revenue of $350,000. Product revenues increased by 38 percent from $18.6 million for the first quarter of 2000 and by 137 percent from $10.8 million for the second quarter of 1999.
Net income of $3.7 million (or $0.33 per share) was recorded for the second quarter of 2000, up 93 percent from net income of $1.9 million (or $0.15 per share) for the first quarter of 2000 and compares to net income for the second quarter 1999 of $1.9 million (or $0.15 per share). Net income for the second quarter of 2000 is stated after a non-recurring charge and exchange gains amounting to a net $800,000 charge to earnings (or $0.08 per share). The per-share amounts are stated on a fully diluted basis.
Product gross margin for the second quarter of 2000 fell to 45 percent of revenues compared to the 47 percent of the prior quarter as a result of a strategic product sale at reduced gross margin. Net margin was 14.1 percent of revenues (17.2 percent excluding the non-recurring charge and exchange gains) in the second quarter of 2000, up from the net margin of 10.2 percent in the first quarter of 2000.
Record product bookings in the second quarter generated a book-to-bill ratio greater than 1.7. Backlog further increased to new record levels.
Nigel Wheeler, president and chief executive officer said: ``Trikon is reporting record product revenues in the eighth quarter of sequentially increasing sales and is experiencing record order levels driven by both capacity expansion and new technology buys. Trikon is experiencing improved business in all technologies and geographic areas. During the quarter, Trikon shipped everything from PVD tools to a top-10 DRAM manufacturer to an advanced etching tool for an opto application. Geographically, Europe remained the largest market with 55 percent of revenues, with North American sales at 24 percent and Asian sales increasing to 21 percent. Technologically, PVD sales still made up the majority of revenues with 59 percent, plasma etch sales with 21 percent and CVD with 20 percent.``
Mr. Wheeler concluded, ``We continue to see strong interest in our low-k products, Low-K Flowfill(TM) and Omega®M0RI(TM) helicon plasma etcher, and we are working with customers on copper damascene integration as well as aluminium gap fill with these products. At Semicon West we introduced a new ionised PVD module for barrier deposition with what we believe to be unique features and benefits over existing ionised PVD solutions and at considerably lower cost than alternative CVD techniques. Trikon`s 300mm developments are also well positioned to meet customer`s timescales with advanced tools in build. These are of comparable size to our existing 200mm designs with the capability of processing both 200mm and 300mm wafers faster and at a lower cost of ownership than our existing 200mm designs.``
There is a financial community conference call at 10:30 am eastern daylight time today Wednesday, August 9, 2000 with a play-back service available immediately afterwards for 7 days. To access the replay from within the US call: (800) 625 5288, to access from outside the US call: +1 (303) 804 1855. The access code is 775302.
About Trikon Technologies
Trikon www.trikon.com is positioned at two technology frontiers in the equipment industry based on solid production experience earned over 30 years. Trikon offers enabling production equipment for the manufacture of Gigahertz silicon and broadband wireless and optoelectronics communications devices.
Trikon`s patented, `patent applied for` and proprietary technologies are delivered on equipment platforms used worldwide for volume production. Trikon operates and manufacturers at a world class 115,000sq.ft. facility featuring ISO9000 (quality) and ISO1401 (environmental) registration.
Trikon has patents and patents pending on Flowfill® and Low K Flowfill(TM) and related processes and continues to develop low-k chemistries and processes for advanced applications. Trikon provides a broad line of advanced manufacturing systems used for three of the major processing steps in the manufacture of a semiconductor device: chemical vapor deposition (CVD), physical vapor deposition (PVD) and plasma etch. Products include: Low K Flowfill(TM) for advanced low-k insulator deposition, Sigma® fxP for advanced metal deposition including barrier layers and M0RI(TM) high-density plasma etchers.
``Safe Harbor`` Statement Under the Private Securities Litigation Act of 1995: This news release contains certain forward-looking statements, including, but not limited to, statements relating to the continued strength in demand for semiconductor production equipment and the status of Trikon`s products and their acceptance in the marketplace. These forward-looking statements are subject to various risks and uncertainties that could cause results to differ materially, including, but not limited to, (1) that the semiconductor industry will experience conditions, such as changes in demand for various types of semiconductors, that will affect the demand for semiconductor production equipment and Trikon`s products, and (2) that Trikon will not adequately respond to technological developments impacting the semiconductor industry. These factors are not intended to represent a complete list of all risks and uncertainties inherent in the Company`s business, and should be read in conjunction with the more detailed cautionary statements included in the company`s SEC reports, including, without limitation, its annual report on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K.
- Tables Follow -
-0-
Trikon Technologies, Inc.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED)
(In thousands)
Three Months Ended Six Months Ended
June 30, June 30, June 30, June 30,
2000 1999 2000 1999
Revenues:
Product sales $ 25,651 $ 10,813 $ 44,293 $ 19,529
License revenues 350 2,144 350 2,144
26,001 12,957 44,643 21,673
Costs and
expenses:
Cost of
goods sold 14,113 6,625 23,931 12,398
Research and
development 2,316 1,597 4,016 3,194
Selling,
general and 5,802 2,767 10,743 6,630
administrative
22,231 10,989 38,690 22,222
Income
(Loss) from
operations 3,770 1,968 5,953 (549)
Interest
(expense), net (52) (48) (107) (114)
Income (Loss)
before income
tax provision 3,718 1,920 5,846 (663)
Income tax
provision 48 38 277 84
Net income
(loss) $ 3,670 $ 1,882 $ 5,569 $ (747)
Net
income (loss)
applicable $ 3,398 $ 1,262 $ 4,743 $ (1,967)
to common
shares
Earnings
(loss) per
common share
data:
Basic 0.35 0.15 0.52 (0.24)
Diluted 0.33 0.15 0.49 (0.24)
Average
common shares
used in the
calculation:
Basic 9,741 8,253 9,203 8,253
Diluted 10,327 8,405 9,779 8,253
Trikon Technologies, Inc.
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands)
June 30, December 31,
2000 1999
(unaudited)
Assets
Current assets:
Cash and cash equivalents $ 4,880 $ 3,927
Accounts receivable, net of reserves 24,924 15,471
Inventories, net of reserves 25,038 19,256
Other current assets 2,927 2,129
Total current assets 57,769 40,783
Property, equipment and
leasehold improvements, net 17,400 15,217
Demonstration systems, net
of accumulated depreciation 1,236 860
Other assets 283 418
Total assets $76,688 $57,278
Liabilities and shareholders` equity
Total current liabilities 29,578 17,412
Convertible subordinated notes 1,505 4,147
Long-term debt, less current portion 3,775 --
Other non-current liabilities 3,871 4,115
Total shareholders equity 37,959 31,604
Total liabilities and shareholders` equity $76,688 $57,278
--------------------------------------------------------------------------------
Contact:
Trikon contact: Trikon IR contact:
Carl Brancher Alexander Fudukidis
Trikon Technologies Golin/Harris
44 (0) 1633 414111 (UK) (212) 309 1417
carl.brancher@trikon.com afudukidis@golinharris.com
Die Zahlen sind wirklich super und noch ein gutes Stück besser als erwartet. Auch den Amis wird noch aufgehen, dass der Zyklus
keineswegs zu Ende geht und dass Trikon in der Branche ein absolutes Schnäppchen ist. Die fundamentale Situation stimmt und mit
Geduld wird man m.E. reich belohnt werden.
value_seeker
keineswegs zu Ende geht und dass Trikon in der Branche ein absolutes Schnäppchen ist. Die fundamentale Situation stimmt und mit
Geduld wird man m.E. reich belohnt werden.
value_seeker
Diese Woche wurden zwei Pressemitteilungen (zur wichtigen Taiwan-Messe) veröffentlicht, die nochmals die technologische Bedeutung
und Potenz des Unternehmens unterstreichen. Wer sich ein wenig mit der Materie auskennt, weiss, dass die Low-K-Technik eine sehr
wichtige Voraussetzung für Chips der nächsten Generation ist, und Trikon zu den wenigen Unternehmen gehört, die hier innovative
Lösungen anbieten können. M.E. ist die langfristige Tragweite von Trikons technologischer Kompetenz vom Markt noch gar nicht
wahr genommen worden. Aber irgendwann werden auch technisch ungebildete Fonds-Manager dies verstehen...
Hier die beiden Meldungen:
Wednesday September 13, 9:02 pm Eastern Time
Press Release
Trikon Technologies` Low k Flowfill Passes k = 2.4 Milestone
Latest Performance Results Surpass ITRS Requirements For 0.1 um Production, Fostering Increased
Interest & Demand from Memory Manufacturers
TAIPEI, Taiwan--(BUSINESS WIRE)--Sept. 14, 2000-- Trikon Technologies Inc. (Nasdaq:TRKN - news), a technology leader in semiconductor
processing equipment, today announced that its Low k Flowfill(TM), the most advanced CVD dielectric production solution for gap-fill aluminum,
now offers lower k value performance to as low as k = 2.4 for 0.1 um device designs.
``As with all of our Low k Flowfill(TM) materials, the carbon content of the film is much lower than other, similar products, making process
integration more straight forward,`` said Andy Noakes, Trikon`s CVD product marketing manager. ``Our k = 3.3 low k Flowfill(TM) solution is
already being used in full-scale production while our k = 2.8 version is in qualification, delivering 36-percent performance gains compared to
undoped HDP.``
Introduced in 1997, Trikon`s Low k Flowfill(TM) line of CVD low k dielectric films facilitates the ongoing miniaturization of semiconductor devices
while providing performance gains and gap fill, down to 0.1 um, as well as self-planarization. Low k Flowfill(TM) also enables fabrication of
high-speed devices, with a subtractive Al scheme, down to 0.18 um - 0.15 um for logic and extendibility to damascene.
Attaining the low k = 2.4 value also means that Low k Flowfill(TM) exceeds ITRS roadmap requirements for DRAM and Embedded DRAM
down to 0.1 um technology with simplified, low WIP manufacturing and lower cost of ownership (CoO). Trikon`s Flowfill® has also shown itself to
be a highly reliable process and is running in production at greater than 85% uptime; 90% in many cases.
``It is well understood that memory manufacturers -- including Flash/SRAM & embedded suppliers, will continue to use subtractive Al technology
for at least the next 2 - 3 design nodes. Trikon`s Low k Flowfill(TM) technology delivers the gap-fill and k value performance required for 0.1 um
technology in a cost-effective package. Moreover, it is driving strong demand for our product from this large market segment,`` said Andy
Noakes.
About Trikon Technologies:
Trikon Technologies Inc., www.trikon.com offers a broad range of semiconductor processing equipment for silicon and compound device
production. Trikon has patents and patents pending on processes and equipment including Flowfill®, Low k Flowfill(TM), as well as Forcefill®,
and continues to develop low-k chemistries and processes for advanced applications. Trikon`s systems are used for three of the major
processing steps in the manufacture of a semiconductor device: plasma etching and dielectric and metal vapor deposition. Products include:
Low k Flowfill(TM) for advanced low-k insulator deposition, Sigma® fxP for advanced metal deposition including barrier layers and M0RI(TM)
high-density plasma etchers.
Trikon`s new technology products include:
Sigma® fxP(TM) PVD. A metalization system offering high throughput and reliability with advanced process modules for high uniformity PVD,
metal plug (Forcefill®) and advanced barrier deposition processes including ionized PVD.
Planar fxP(TM) Low k Flowfill(TM). An advanced low-k dielectric deposition system capable of both gap-fill and planarization enabling the low-k
advantage of increased device speed to be brought to existing aluminum metalization devices as well as copper.
Omega® M0RI(TM). An advanced high-density plasma etch chamber on a small footprint platform. The Omega® etcher can be configured with
two chambers offering plasma etching and dedicated post etch processing.
Wednesday September 13, 9:01 pm Eastern Time
Press Release
Trikon Etches World`s Smallest Features In Low k Dielectric Material
Collaborative Effort Employs Trikon`s Omega® 201 M0RI(TM) High-Density Plasma System To Etch 0.1
um Diameter, 7:1 Aspect Ratio Features In Low k Dielectric Material
TAIPEI, Taiwan--(BUSINESS WIRE)--Sept. 13, 2000-- Trikon Technologies Inc (Nasdaq:TRKN - news), a technology leader in semiconductor
processing equipment, today announced that one of its Omega® 201 M0RI(TM) high density plasma etch systems has successfully etched 0.1
um diameter, 7:1 aspect ratio features through its own Low k Flowfill(TM) dielectric material (k ~2.7). The work, part of a collaborative effort with
International SEMATECH, was accomplished using a CARL(TM) bilayer resist scheme originally developed by Infineon Technologies and
Clariant GmbH. Also highlighted is the fact that an in-situ resist/polymer strip has been developed which has no adverse affect on k values down
to ~2.4.
This work follows up on Trikon`s previous breakthrough etch achievements on the Omega 201 M0RI in producing 30 nm diameter contact holes
and 25 nm trenches, with up to 30:1 aspect ratio, through conventional oxide.
``This development is very significant and timely when you consider the current technology race to introduce low k dielectrics into mainstream
device manufacturing,`` said Dr Dave Thomas, Trikon`s Etch Product Marketing Manager. ``M0RI represents an enabling technology because,
according to the 1999 ITRS Roadmap, the type of low k structures which we have demonstrated are not planned for production until around
2004.``
The plasma etch and strip steps are often the most difficult to effectively implement for the successful integration of any low k dielectric.
The Omega 201 M0RI system`s flexibility -- facilitating processing in a high-density `helicon` mode; a medium-density, `magnetically enhanced
reactive ion etch` (RIE) mode; or `downstream` mode -- makes it especially well-suited for the etching of dielectric stacks containing low k
materials.
According to Thomas, ``A successful etch can be achieved by simply selecting, via the software`s user interface, the most appropriate
operating mode for each stack layer, individually optimizing each layer`s etching characteristics. No other etch tool, available today, can offer
such flexibility.``
Introduced in 1997, Trikon`s Low k Flowfill(TM) dielectric facilitates the ongoing miniaturization of semiconductor devices while providing
performance gains and gap fill, down to 0.1 um, as well as self-planarization. Low k Flowfill(TM) also facilitates fabrication of high-speed
devices, with a subtractive Al scheme, down to 0.18 um - 0.15 um for logic and is extendible to damascene.
About Trikon Technologies:
Trikon Technologies Inc., www.trikon.com offers a broad range of semiconductor processing equipment for silicon and compound device
production. Trikon has patents and patents pending on processes and equipment including Flowfill®, Low k Flowfill(TM), as well as Forcefill®,
and continues to develop low-k chemistries and processes for advanced applications. Trikon`s systems are used for three of the major
processing steps in the manufacture of a semiconductor device: plasma etching and dielectric and metal vapor deposition. Products include:
Low k Flowfill(TM) for advanced low-k insulator deposition, Sigma® fxP for advanced metal deposition including barrier layers and M0RI(TM)
high-density plasma etchers.
Trikon`s new technology products include:
Sigma® fxP(TM) PVD. A metalization system offering high throughput and reliability with advanced process modules for high uniformity PVD,
metal plug (Forcefill®) and advanced barrier deposition processes including ionized PVD.
Planar fxP(TM) Low k Flowfill(TM). An advanced low-k dielectric deposition system capable of both gap-fill and planarization enabling the low-k
advantage of increased device speed to be brought to existing aluminum metalization devices as well as copper.
Omega® M0RI(TM). An advanced high-density plasma etch chamber on a small footprint platform. The Omega® etcher can be configured with
two chambers offering plasma etching and dedicated post etch processing.
und Potenz des Unternehmens unterstreichen. Wer sich ein wenig mit der Materie auskennt, weiss, dass die Low-K-Technik eine sehr
wichtige Voraussetzung für Chips der nächsten Generation ist, und Trikon zu den wenigen Unternehmen gehört, die hier innovative
Lösungen anbieten können. M.E. ist die langfristige Tragweite von Trikons technologischer Kompetenz vom Markt noch gar nicht
wahr genommen worden. Aber irgendwann werden auch technisch ungebildete Fonds-Manager dies verstehen...
Hier die beiden Meldungen:
Wednesday September 13, 9:02 pm Eastern Time
Press Release
Trikon Technologies` Low k Flowfill Passes k = 2.4 Milestone
Latest Performance Results Surpass ITRS Requirements For 0.1 um Production, Fostering Increased
Interest & Demand from Memory Manufacturers
TAIPEI, Taiwan--(BUSINESS WIRE)--Sept. 14, 2000-- Trikon Technologies Inc. (Nasdaq:TRKN - news), a technology leader in semiconductor
processing equipment, today announced that its Low k Flowfill(TM), the most advanced CVD dielectric production solution for gap-fill aluminum,
now offers lower k value performance to as low as k = 2.4 for 0.1 um device designs.
``As with all of our Low k Flowfill(TM) materials, the carbon content of the film is much lower than other, similar products, making process
integration more straight forward,`` said Andy Noakes, Trikon`s CVD product marketing manager. ``Our k = 3.3 low k Flowfill(TM) solution is
already being used in full-scale production while our k = 2.8 version is in qualification, delivering 36-percent performance gains compared to
undoped HDP.``
Introduced in 1997, Trikon`s Low k Flowfill(TM) line of CVD low k dielectric films facilitates the ongoing miniaturization of semiconductor devices
while providing performance gains and gap fill, down to 0.1 um, as well as self-planarization. Low k Flowfill(TM) also enables fabrication of
high-speed devices, with a subtractive Al scheme, down to 0.18 um - 0.15 um for logic and extendibility to damascene.
Attaining the low k = 2.4 value also means that Low k Flowfill(TM) exceeds ITRS roadmap requirements for DRAM and Embedded DRAM
down to 0.1 um technology with simplified, low WIP manufacturing and lower cost of ownership (CoO). Trikon`s Flowfill® has also shown itself to
be a highly reliable process and is running in production at greater than 85% uptime; 90% in many cases.
``It is well understood that memory manufacturers -- including Flash/SRAM & embedded suppliers, will continue to use subtractive Al technology
for at least the next 2 - 3 design nodes. Trikon`s Low k Flowfill(TM) technology delivers the gap-fill and k value performance required for 0.1 um
technology in a cost-effective package. Moreover, it is driving strong demand for our product from this large market segment,`` said Andy
Noakes.
About Trikon Technologies:
Trikon Technologies Inc., www.trikon.com offers a broad range of semiconductor processing equipment for silicon and compound device
production. Trikon has patents and patents pending on processes and equipment including Flowfill®, Low k Flowfill(TM), as well as Forcefill®,
and continues to develop low-k chemistries and processes for advanced applications. Trikon`s systems are used for three of the major
processing steps in the manufacture of a semiconductor device: plasma etching and dielectric and metal vapor deposition. Products include:
Low k Flowfill(TM) for advanced low-k insulator deposition, Sigma® fxP for advanced metal deposition including barrier layers and M0RI(TM)
high-density plasma etchers.
Trikon`s new technology products include:
Sigma® fxP(TM) PVD. A metalization system offering high throughput and reliability with advanced process modules for high uniformity PVD,
metal plug (Forcefill®) and advanced barrier deposition processes including ionized PVD.
Planar fxP(TM) Low k Flowfill(TM). An advanced low-k dielectric deposition system capable of both gap-fill and planarization enabling the low-k
advantage of increased device speed to be brought to existing aluminum metalization devices as well as copper.
Omega® M0RI(TM). An advanced high-density plasma etch chamber on a small footprint platform. The Omega® etcher can be configured with
two chambers offering plasma etching and dedicated post etch processing.
Wednesday September 13, 9:01 pm Eastern Time
Press Release
Trikon Etches World`s Smallest Features In Low k Dielectric Material
Collaborative Effort Employs Trikon`s Omega® 201 M0RI(TM) High-Density Plasma System To Etch 0.1
um Diameter, 7:1 Aspect Ratio Features In Low k Dielectric Material
TAIPEI, Taiwan--(BUSINESS WIRE)--Sept. 13, 2000-- Trikon Technologies Inc (Nasdaq:TRKN - news), a technology leader in semiconductor
processing equipment, today announced that one of its Omega® 201 M0RI(TM) high density plasma etch systems has successfully etched 0.1
um diameter, 7:1 aspect ratio features through its own Low k Flowfill(TM) dielectric material (k ~2.7). The work, part of a collaborative effort with
International SEMATECH, was accomplished using a CARL(TM) bilayer resist scheme originally developed by Infineon Technologies and
Clariant GmbH. Also highlighted is the fact that an in-situ resist/polymer strip has been developed which has no adverse affect on k values down
to ~2.4.
This work follows up on Trikon`s previous breakthrough etch achievements on the Omega 201 M0RI in producing 30 nm diameter contact holes
and 25 nm trenches, with up to 30:1 aspect ratio, through conventional oxide.
``This development is very significant and timely when you consider the current technology race to introduce low k dielectrics into mainstream
device manufacturing,`` said Dr Dave Thomas, Trikon`s Etch Product Marketing Manager. ``M0RI represents an enabling technology because,
according to the 1999 ITRS Roadmap, the type of low k structures which we have demonstrated are not planned for production until around
2004.``
The plasma etch and strip steps are often the most difficult to effectively implement for the successful integration of any low k dielectric.
The Omega 201 M0RI system`s flexibility -- facilitating processing in a high-density `helicon` mode; a medium-density, `magnetically enhanced
reactive ion etch` (RIE) mode; or `downstream` mode -- makes it especially well-suited for the etching of dielectric stacks containing low k
materials.
According to Thomas, ``A successful etch can be achieved by simply selecting, via the software`s user interface, the most appropriate
operating mode for each stack layer, individually optimizing each layer`s etching characteristics. No other etch tool, available today, can offer
such flexibility.``
Introduced in 1997, Trikon`s Low k Flowfill(TM) dielectric facilitates the ongoing miniaturization of semiconductor devices while providing
performance gains and gap fill, down to 0.1 um, as well as self-planarization. Low k Flowfill(TM) also facilitates fabrication of high-speed
devices, with a subtractive Al scheme, down to 0.18 um - 0.15 um for logic and is extendible to damascene.
About Trikon Technologies:
Trikon Technologies Inc., www.trikon.com offers a broad range of semiconductor processing equipment for silicon and compound device
production. Trikon has patents and patents pending on processes and equipment including Flowfill®, Low k Flowfill(TM), as well as Forcefill®,
and continues to develop low-k chemistries and processes for advanced applications. Trikon`s systems are used for three of the major
processing steps in the manufacture of a semiconductor device: plasma etching and dielectric and metal vapor deposition. Products include:
Low k Flowfill(TM) for advanced low-k insulator deposition, Sigma® fxP for advanced metal deposition including barrier layers and M0RI(TM)
high-density plasma etchers.
Trikon`s new technology products include:
Sigma® fxP(TM) PVD. A metalization system offering high throughput and reliability with advanced process modules for high uniformity PVD,
metal plug (Forcefill®) and advanced barrier deposition processes including ionized PVD.
Planar fxP(TM) Low k Flowfill(TM). An advanced low-k dielectric deposition system capable of both gap-fill and planarization enabling the low-k
advantage of increased device speed to be brought to existing aluminum metalization devices as well as copper.
Omega® M0RI(TM). An advanced high-density plasma etch chamber on a small footprint platform. The Omega® etcher can be configured with
two chambers offering plasma etching and dedicated post etch processing.
Am Dienstag werden die Zahlen des dritten Quartals veröffentlicht. Im Vorfeld hat Tucker Anthony, die einzige Gesellschaft, die TRKN covert,
bereits die Schätzungen für das abgelaufene und das kommende Quartal angehoben: auf 0,49$ bzw. 0,55$. Versehen wurde diese
Heraufsetzung zum einen mit der Wiederholung der bestehenden "Strong Buy"-Empfehlung und zum anderen mit der Bemerkung, dass
man auch die angehobene Schätzung noch für übertreffbar halte. Des weiteren gab es in der vergangenen Woche eine Pressemeldung, aus
der klar hervorgeht, dass TRKN mit seinen low-k-Produkten mehr und mehr Beachtung am Markt findet. Die Bewertung von Seiten des
Marktes hingegen ist inzwischen mehr als irrational: Die derzeitigen Kurse hatten wir bereits vor etwa einem Jahr, mit dem entscheidenden
Unterschied, dass das Unternehmen inzwischen wesentlich besser dasteht und einen Rekord nach dem anderen vermeldet hat. Auch an
den Aussichten gibt es nichts zu mäkeln (die book-to-bill-ratio lag zuletzt bei über 1,7 mit einem Rekordauftragsbestand). Rechnet man den
erwarteten Quartalgewinn von 0,49$ auf das Gesamtjahr hoch, kommt man auf ein KGV von lächerlichen 7,6!! TRKN gehört zu den
Technologieführern, insbesondere im low-k-Bereich, der gerade erst beginnt, größeres Geschäftsvolumen zu generieren. Ferner sind
die Kapazitäten bei weitem noch nicht ausgelastet (es wird von 300Mio.$ berichtet bei einem Produktionsvolumen, das in diesem Jahr
vielleicht 130 Mio.$ erreicht). Von daher sind m.E. noch erhebliche Kostendegressionseffekte zu erwarten und damit ein stark steigender
Nettogewinn. Ein derart preiswertes Papier, wie es Trikon derzeit darstellt, ist nur vergleichbar mit einem neuen Porsche für 10.000 DM,
echtem Champus für 5 DM, einer Rolex für 100 DM usw.
Do your DD, vor allem wenn man nicht in 24-Stunden-Zeithorizonten denkt und investiert.
value_seeker
bereits die Schätzungen für das abgelaufene und das kommende Quartal angehoben: auf 0,49$ bzw. 0,55$. Versehen wurde diese
Heraufsetzung zum einen mit der Wiederholung der bestehenden "Strong Buy"-Empfehlung und zum anderen mit der Bemerkung, dass
man auch die angehobene Schätzung noch für übertreffbar halte. Des weiteren gab es in der vergangenen Woche eine Pressemeldung, aus
der klar hervorgeht, dass TRKN mit seinen low-k-Produkten mehr und mehr Beachtung am Markt findet. Die Bewertung von Seiten des
Marktes hingegen ist inzwischen mehr als irrational: Die derzeitigen Kurse hatten wir bereits vor etwa einem Jahr, mit dem entscheidenden
Unterschied, dass das Unternehmen inzwischen wesentlich besser dasteht und einen Rekord nach dem anderen vermeldet hat. Auch an
den Aussichten gibt es nichts zu mäkeln (die book-to-bill-ratio lag zuletzt bei über 1,7 mit einem Rekordauftragsbestand). Rechnet man den
erwarteten Quartalgewinn von 0,49$ auf das Gesamtjahr hoch, kommt man auf ein KGV von lächerlichen 7,6!! TRKN gehört zu den
Technologieführern, insbesondere im low-k-Bereich, der gerade erst beginnt, größeres Geschäftsvolumen zu generieren. Ferner sind
die Kapazitäten bei weitem noch nicht ausgelastet (es wird von 300Mio.$ berichtet bei einem Produktionsvolumen, das in diesem Jahr
vielleicht 130 Mio.$ erreicht). Von daher sind m.E. noch erhebliche Kostendegressionseffekte zu erwarten und damit ein stark steigender
Nettogewinn. Ein derart preiswertes Papier, wie es Trikon derzeit darstellt, ist nur vergleichbar mit einem neuen Porsche für 10.000 DM,
echtem Champus für 5 DM, einer Rolex für 100 DM usw.
Do your DD, vor allem wenn man nicht in 24-Stunden-Zeithorizonten denkt und investiert.
value_seeker
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