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: Gold Panner who wrote (894)	10/11/2000 11:06:22 PM
From: Sidney Street	Read Replies (1) of 1227

I don't know more than I learned in my previously reported conversation with Investor Rel. at the company, except that earnings are out October 16, before opening I'm pretty sure. I just read that IBM was running its fabs at 110%, and industry averages are at peak. It stands to reason that's a pretty good environment for selling the Goldlink service, particularly if it saves head count when engineering employees are hard to come by. I don't think it's a substantial proportion of revenue, but it's a nice "razor blade" revenue stream during downturns that wasn't there last time one hit.

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