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: BostonView who wrote (890)	10/4/2000 7:03:24 PM
From: Sidney Street	Read Replies (1) of 1227

Re: ATT chiller deal. I spoke w/ HELX IR, and here's the story. BEA, parent of ATT makes jetliner interiors, and this chiller evolved from a galley 'fridge. Despite being total strangers to the Semi Equip market, ATT sold 400 machines into 40 fabs (without the benefit of Goldlink support; all new machines will be Goldlink enabled). They estimate the addressable market to be $200m. Their annualized run rate is about $20m, as of the time of the deal. ATT did the deal because they realized they had no business trying to sell into this specialized market. Of course I forgot to ask the most important question: the terms for Helix. They wouldn't have disclosed anyway. Anyone want to hazard a guess what the commission % would be? If it were 15% on $30M next year, and service fees on top of that, it drops something meaningful to the bottom line. Maybe 10-15 cents/share? Not a lot of cost associated with the revenue.

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