Helix Technology, a cold play on semiconductor equipment Message Board

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Technology Stocks : Helix Technology, a cold play on semiconductor equipment

HELX 38.08

+0.3%

Nov 26 4:00 PM EST

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To: John Finley who wrote (857)	7/20/2000 1:49:44 PM
From: BostonView	Read Replies (1) of 1227

Well, looks like I goofed on the HELX trade. Was management toning down expectations in the cc? Am I paranoid or were they a little vague in the PR about bookings (ommitting hard #'s) which is a departure from prior Q's. Commenting on the second quarter, Helix President, Robert J. Lepofsky, said, "Our excellent operating results for the quarter are reflective of the continuing strength of the global semiconductor capital equipment market. In addition to keeping up with the accelerating demands of our customers during the quarter, we have made substantial progress on a number of our longer-term strategic initiatives. We opened a new world-class engineering and manufacturing center in Colorado and a new customer support center in Taiwan. We saw a significant increase in the activity level for our innovative web-based GOLDLink(SM) Support solutions while bringing on-line a number of new wafer fabs in the United States and abroad. Entering the third quarter, order booking rates remain strong and we believe that Helix is well positioned for the future."> BV

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