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Strategies & Market Trends : The Art of Investing

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Dec 24 4:00 PM EST

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To: Sun Tzu who wrote (827)	1/23/2000 3:27:00 PM
From: TwoBear	Read Replies (1) of 10713

Sun, I'll try to give you some info on HELX. Helix Technology Corporation provides critical enabling vacuum system technology to a broad range of electronic component manufacturers, principally for the production of semiconductors, disk drives and flat panel displays. The Company's On-Board technology is a comprehensive package of hardware and software that can integrate both Helix and non-Helix vacuum products. Its On-Board Cryopump product is for use in both the Physical Vapor Deposition (PVD) and ion implantation markets. The Company's Stabil-Ion and Convectron vacuum measurement systems are used in the PVD, ion implantation, Chemical Vapor Deposition and etch processes. The Company's vacuum gauging products are also integrated into analytical instruments, primarily mass spectrometers. Ok, that's the technical explanation. Last year's acquisition of Granville-Phillips has allowed them to integrate revolutionary software into their products that allows them to monitor their pumps at all customer sites. This software will notify HELX immediately if a failure has occurred or is going to occur. HELX can then implement quick repair plans that limit downtime on the customer equipment. They guarantee a solution will be in place in 59 minutes. This link explains it better than I do. ctihelix.com The main reason I own this company is top level management. These guys made the hard decisions during the last semi downturn and poised themselves for the future with the Granville acquisition. There is competition, but nothing of significance. I have seen reports that Helix has 70-80% of the marketshare. Sorry I'm a little vague, but that's all I have on that subject. Hope this gives you a better picture of Helix. Scott

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