Gewinnwachstum fast 100% pro Quartal bei KGV von 7 und glänzenden Aussichten !!!! - 500 Beiträge pro Seite

[value_seeker]

Trikon (TRKN) hat gestern Superzahlen für das abgelaufene Quartal bekannt gegeben: 0,61$ Gewinn je Aktie bei
einem aktuellen Kurs von 16,5$!!! Damit konnte der Gewinn zum dritten mal in Folge fast verdoppelt werden (1.Q
0,15$, 2.Q 0,33$). Das aktuelle KGV beträgt damit weniger als 7, das PEG ist auf nur noch als verboten zu bezei-
chnende 0,1 abgesunken, und auch das KUV liegt bei lediglich ca. 1,3. Auch die Zukunftsaussichten sind glänzend:
Die Book-to-bill-ratio liegt bei über 1,4, d.h. es kommen neue Aufträge en masse rein. (Der Branchenschnitt liegt
bei 1,21). Als vergleichsweise kleiner Anbieter hat Trikon wichtige Halbleiterproduzenten für seine Technik ge-
winnen können, eine Technik, die für Chips der nächsten Generation unabdingbar ist. Ferner werden inzwischen
10% des Umsatzes mit Produzenen von Optoelektronic generiert, Tendenz steigend. Trikon ist ein Unternehmen
mit konkurrenzfähiger Top-Technologie zum ABSOLUTEN SCHNÄPPCHENPREIS! Die nachfolgende Presse-
meldung enthält die wichtigsten Informationen. Weiteres u.a. unter www.trikon.com (wird heute in überarbeiterer
Fassung freigeschaltet) und unter www.ragingbull.com (gutes board mit einer Reihe kompetenter Teilnehmer).





Tuesday October 31, 8:21 am Eastern Time

Press Release

Trikon Technologies Announces Record Third Quarter 2000

NEWPORT, Wales, United Kingdom--(BUSINESS WIRE)--Oct. 31, 2000-- Trikon Technologies, Inc. (Nasdaq:
TRKN - news) today reported results for its third quarter ended September 30, 2000. Revenues for the quarter
were $31.5 million. Product revenues increased by 23 percent from $25.7 million for the second quarter of 2000
and by 139 percent from $13.2 million for the third quarter of 1999.

Backlog further increased to new record levels, with product bookings at the end of the third quarter generating a book-to-bill ratio greater than
1.4.

Earnings from product sales increased to new record levels.

Operating Performance

Net income of $7.1 million (or $0.61 per share) was recorded for the third quarter of 2000, up 94 percent from net income of $3.7 million (or
$0.33 per share) for the second quarter of 2000, and compares to net income for the third quarter 1999 of $4.2 million (or $0.41 per share). The
third quarter 1999 net income included a credit for release of sales returns allowance of $4.1 million. The per-share amounts are stated on a
fully diluted basis.

Product gross margin for the third quarter of 2000 was 48 percent of revenues compared with 45 percent in the prior quarter. Net margin was
22.6 percent of revenues in the third quarter of 2000, compared with 14.1 percent (17.2 per cent excluding non-recurring items) in the second
quarter of 2000.

Management Discussion

``Trikon is again reporting record product revenues and backlog,`` said Nigel Wheeler, President and Chief Executive Officer, ``Our continued
strong performance is largely a result of Trikon`s excellent performance across three areas. Our low-k technologies are leading edge; our
products and processes for compound semiconductor manufacture are the best there are, and our customer support is second to none.``

Mr. Wheeler continued, ``Whilst in no way have we ignored the copper damascene market for low-k dielectrics, we have positioned ourselves
as the technology leader in CVD for gap fill low-k dielectrics. In this market the competition consists of spin-on and fluorinated high-density
plasma deposition techniques. Therefore, our technology is clearly differentiated and unique. We can also point to three customers who, as
technology leaders, also think we have a significant advantage over these alternatives. We believe we have adopted a credible strategy that will
benefit our shareholders. This has resulted in the recent announcement that Trikon has signed up two `top 10` semiconductor companies for
collaborative development of low-k dielectric deposition for DRAM applications where gap-fill capabilities are a requirement.``

``A significant part of our business is now coming from compound semiconductor makers. These manufacturers use gallium arsenide, indium
phosphide and other III/V compounds to manufacture high frequency devices for the wireless and optoelectronics markets. Whilst the market for
automated production equipment, such as ours, is at present limited by the comparatively very small volumes of wafers processed in
comparison to silicon, these markets are growing rapidly and are predicted to continue to grow rapidly in the future. We feel we have
competitive strengths in this market, as we bring to it our silicon wafer experience based in high volume, high reliability equipment that can
compete and win against the industry giants in all three technologies: plasma etch, CVD and PVD. As a result, we have been able to market
package sales of our three technologies to compound semiconductor makers, benefiting both them and us. We get more business and a higher
order value, reducing our costs of sales and support, while the customer gets integrated process and equipment support. This year,
approximately one third of our sales will be to compound device makers, of which one third, or 10% of our total sales, will be from the
optoelectronics industry.``

``I`d also like to comment on our close ties with our biggest customers`` continued Mr. Wheeler. ``Some of our customer relationships go back
over 20 years. We have a track record of supporting our customers well, whatever the circumstances. This is extremely important to buyers of
multi-million dollar production equipment. It has been a `company strength` in the past, and we are working on making it even stronger for the
future. More than 1 in 5 of our employees work in customer support positions such as training, technical help desks or field support. As part of
this strengthening we have continued to open local service and support centers. Recent additions have been in Ottawa, Canada and Portland,
Oregon.``

Mr. Wheeler continued, ``The market continues to grow very strongly. Consensus estimates for 2001 growth in the semiconductor equipment
industry are approximately 18% to 20%. This is in line with long-term compound annual growth rates and takes into account announcements
made by semiconductor companies we believe to be credible. Our own sales projections for 2001 are a little above the industry average as we
continue to win business. I would like to take this opportunity to thank the people at Trikon and all our customers who have made possible the
results we are reporting today.``

Mr. Wheeler continued ``It is estimated that the market for semiconductor equipment such as ours will peak at an annual spend of $86 billion in
2002, with a compound annual growth rate during the period 1999 through 2005 of about 17%. This is broadly in line with long term compound
annual growth rates and compares to the 15% compound annual growth rate in semiconductor sales over 3 decades. There is little reason to
doubt that, for the foreseeable future, these sorts of compound annual growth rates will not continue. The cyclicality about these good long-term
growth rates is driven by the capital-intensive nature of the semiconductor manufacturing industry we serve and the strong financial benefits of
being first-to-market. We are well aware of this cyclicality and are managing Trikon`s business accordingly. I`m happy to report that we have
good visibility on 2001 and a high degree of confidence in our 2001 financial projections. Order prospects continue to be good and, so far, all
surprises have been on the upside.``

``As a result, we have set for ourselves a business model for 2001 that shows above average growth in sales for 2001 over 2000. We consider
this to be a realistic target in present circumstances. It is based on a broad range of customers and products and is not dependent on any new
product introduction or technology. We expect a controlled increase in operating expenses. SG&A expenditure will increase as a result of
increased operations, particularly the opening of regional offices in North America. We are planning for R&D expenditure to increase rather
more substantially, largely as a result of 300mm development programs.``

``Our product developments continue as planned`` said Mr. Wheeler. ``We are in the process of upgrading our cluster tool platforms and
standardizing our headline products. This will improve the manufacturability and reliability of our products and ease service, whilst reducing
customer consumable expenditure. In addition the look, feel and functionality of the operator software is improved. As part of this program
300mm bridge tools are being built to our customer`s defined timescales that will offer increased functionality in broadly the same footprint as
existing 200mm designs.``

``We continue to work with customers, particularly in the USA with our Low-K Flowfill(TM) product and expect further market penetration.``

``We are also alert to new business prospects. Our equipment is predominantly used for the formation of interconnect wiring on integrated
circuits. More recently similar processes have been adapted to deposit layers and etch structures with optical and mechanical functionality.
Whilst these new industries are in their infancy and significantly smaller than integrated circuit manufacturing, they are widely considered to offer
exciting growth prospects for the future. Because Trikon`s equipment is highly automated and relatively expensive, it is only of interest for
applications where production volumes are relatively high. We are, however, beginning to see a great deal of interest from optical device
makers, particularly for the formation of wave guides on silicon wafers.``

Mr. Wheeler concluded by saying, ``Trikon is in the process of seeking shareholder approval for a substantial increase in authorized share
capital to 50 million shares. This will allow us the freedom to issue new stock in the future as and when we believe it to be beneficial to existing
stockholders.``

There will be a conference call at 10:30 am New York time today, hosted by Nigel Wheeler, President & CEO. A live and subsequently recorded
audio webcast of the call will be available at www.videonewswire.com/TRIKON/103100 for 90 days. Starting November 1, 2000, a recording of
the call webcast will also be available at www.trikon.com for the same time period.

About Trikon Technologies

Trikon`s products are principally aimed at the production of interconnect layers on silicon and compound semiconductor wafers. These products
are production tools for plasma etching and for the deposition of insulators and conductors using both chemical and physical vapor deposition
technologies (CVD and PVD). These products range in price from a little under 1 million dollars to over 3 million dollars. Over 460 of Trikon`s
production tools are in use worldwide, daily producing semiconductor devices found in automobiles, mobile phones, games consoles,
computers, satellites and consumer products. Trikon is not dependent on any one customer, region or technology, and has a broadly
conservative stance to business, financial and technological risk factors. Trikon`s website can be visited at: www.trikon.com

Trikon`s new technology products include

Sigma® fxP(TM) PVD. A metalization system offering high throughput and reliability with advanced process modules for advanced barrier
deposition processes including ionized PVD, high uniformity PVD and metal plug (Forcefill®).

Planar fxP(TM) Low ? 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 metalized devices such as logic and DRAM 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.

``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 Trikon`s sales and expenses in 2001, growth of the market for semiconductor equipment,
growth in the market for compound semiconductor makers, Trikon`s ability to compete for sales to compound semiconductor makers, and
Trikon`s new business prospects with optical device makers. The forward-looking statements in this press release are subject to various risks
and uncertainties that could cause results to differ materially, including, but not limited to, changes in demand for semiconductors and
semiconductor equipment, competition, Trikon`s new product development and acceptance of its new products and systems, changing
technologies in the semiconductor industry, volatility of Trikon`s stock price, and volatility in its operating results. 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.

Trikon Technologies, Inc.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED)

(In thousands)

Three Months Ended Nine Months Ended
------------------ ------------------
September 30, September 30,
2000 1999 2000 1999
-------- -------- -------- --------
Revenues:
Product sales.............. $ 31,465 $ 13,154 $ 75,758 $ 32,683 $
License revenues........... - - 350 2,144
-------- -------- -------- --------
31,465 13,154 76,108 34,827
Costs and expenses:
Cost of goods sold......... 16,360 7,017 40,291 19,415
Research and development... 2,181 1,612 6,197 4,806
Selling, general and
administrative........... 5,505 4,405 16,248 11,035
Release of sales returns
payable allowance........ - (4,054) - (4,054)
-------- -------- -------- --------
24,046 8,980 62,736 31,202

Income from operations 7,419 4,174 13,372 3,625
Interest (expense), net.... (141) (42) (248) (156)
-------- -------- -------- --------

Income before income tax
provision................... 7,278 4,132 13,124 3,469
Income tax provision
(benefit)................ 164 (31) 441 53
-------- -------- -------- --------

Net income ................... $ 7,114 $ 4,163 $ 12,683 $ 3,416 $
======== ======== ======== ========
Preferred dividend ........... 99 624 925 1,844
-------- -------- -------- --------
Net income applicable to
common shares............... $ 7,015 $ 3,539 $ 11,758 $ 1,572 $
======== ======== ======== ========
Earnings per common share data:
Basic: $ 0.67 $ 0.43 $ 1.20 $ 0.19 $
Diluted: $ 0.61 $ 0.41 $ 1.13 $ 0.19 $
======== ======== ======== ========
Average common shares used in
the calculation:
Basic: 10,525 8,255 9,777 8,254
Diluted: 12,134 8,647 10,380 8,452


Trikon Technologies, Inc.
CONDENSED CONSOLIDATED BALANCE SHEETS

(In thousands)

September 30, December 31,
------------ -----------
2000 1999
---- ----
(unaudited)
Assets
Current assets:
Cash and cash equivalents.............. $ 6,049 $ 3,927
Accounts receivable, net of reserves... 26,515 15,471
Inventories, net of reserves........... 28,620 19,256
Other current assets................... 2,224 2,129
----------- -----------
Total current assets .................. 63,408 40,783

Property, equipment and leasehold
improvements, net 17,260 15,217
Demonstration systems, net of
accumulated depreciation.............. 563 860
Other assets 240 418
----------- -----------
Total assets........................... $ 81,471 $ 57,278
=========== ===========

Liabilities and shareholders` equity
Total current liabilities 28,584 17,412
Convertible subordinated notes 1,505 4,147
Long-term debt less current portion 3,237 -
Other non-current liabilities 3,664 4,115
Total shareholders` equity 44,481 31,604
----------- -----------
Total liabilities and
shareholders` equity $ 81,471 $ 57,278
=========== ===========


Contact:

Trikon Technologies (UK)
Carl Brancher, [phone]
[e-mail]
Press Relations contact:
Karen Wright, [phone]
[e-mail]
- or -
Trikon IR contact:
Golin/Harris International (USA)
Kelly Keisling, 212/309-1436
[e-mail]
Peter Zambelli, 212/309-1414
[e-mail]

[lapalmita]

hallo,
tolle aktie
wenn du lust hast poste doch mal in dem axcels tread von lapalmita
dotrt sind lauter solche infos,musterdepot etc.
wenns geht poste aber adhocs in deutsch oder uebersetze sie grob
waere schon wen du dich melden wuerdest mit solchen werten