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Technology Stocks : Helix Technology, a cold play on semiconductor equipment
HELX 37.24+0.5%Dec 24 4:00 PM EST
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To: TwoBear who wrote (693)9/29/1999 4:14:00 PM
From: Gerry Petencin  Read Replies (1) of 1227
 
Helx is hard to figure. With all the cap spending that
seems set to happen in the semi biz you can see Helx going up 2-4 X in the next 1 to 3 years. But I've sold most of my
1500 that was bought at 8,9,10, down to 250 shares. I
guess I'll buy more, but probably not till the next cycle,
and that might be years away. I think most cycles are
supply-demand driven. This has the big added factor of
process change: .3 meter wafers, smaller gates, copper.
Hadn't thought about it too much yet, but when all that
process efficiency kicks in the next down cycle may be a real killer and set up the next great opportunities. I never dreamed these guys, helx,amat,lrcx would do this in one year, stock price wise.
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