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Strategies & Market Trends : The Art of Investing

PICK 54.36

-1.5%

Jan 7 4:00 PM EST

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To: Sun Tzu who wrote (810)	1/4/2000 9:53:00 PM
From: TwoBear	of 10722

Right now, DIS is looking good. One of the few I've seen that was up today. Chart is also shaping up. On the semiconductor front, I selected HELX at the beginning of this year at 16, now 44. It has done well. They provide all of the cryogenic pumps for the semiconductor equipment and hold approximately 75% of the market share. They also purchased a company last year that has software that allows them to monitor every pump remotely and can recognize when one is going down and can start the process of replacing it so there is no downtime of the equipment. Scott

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