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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 (931)8/5/2001 1:06:20 PM
From: Gold Panner  Read Replies (1) of 1227
 
Do know about the do-it yourself fabs... but what I do like is the idea that they will allow the system to be compatible and work with other tools. It also allows the revenue situation to be more stable, I suspect that once a system is in place this provide the company with a stable revenue base. This is great, with the current revenue picture right now HELX is very much subject to the cyclical whims of the semiconductor cycle. On the conference calls/presentations it was said that they would like to focus sales generation on market areas that were less cyclical... this is one way to do it.

I really hope they can sucessfully execute this business initiative. One thing that they have going for them already is the fact that they have most of the market share in the markets they sell to.
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