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: j t jackson who wrote (878)	8/8/2000 8:24:08 AM
From: Sidney Street	Read Replies (2) of 1227

I stand corrected; it was more undervalued then. But its valuation relative to its "peers" - other semi cap equip suppliers to the semi cap equip majors - seems as low as ever, given the possibilities for whole new markets to open up, that aren't tied to any semi cap cycle. As for the dividend, I wouldn't be surprised to see it raised unless there's an acquisition opportunity we are not aware of. One of the things I like about this company is its refusal to pursue acquisitions that are outside its mission.

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