Opinions
Howard Sutton
Triant Technologies
TNT-T
COMMENT
Feb 27, 2008
Software that goes into large semiconductor fabs to help monitor and fault detection. Stock price has been a disappointment. One of the largest semiconductor companies in the world is one of their customers. Challenge is its size for operating in a global environment. Its one major competitor was purchased by a US public company for an equivalent price of about $10 a share.
$0.810
Stock price when the opinion was issued
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COMMENT
Extremely large clients and pretty sophisticated software for fault detection to help monitoring primarily for semiconductor companies. Doing some flat-panel display work. The biggest hindrance is 1) it's a tough market for semiconductors and 2) it is too small and needs mass. Need some M & A.
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