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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 (940)8/14/2001 10:55:57 AM
From: John Finley  Read Replies (1) of 1227
 
The Yahoo post has some good points. The "growth potential" is of course tied to the semi cycle.

Wasn't AMAT a 40% customer? It's in their filings but I can't solidly remember. That would leave the other 60% for possible Gold Link if what the Yahoo poster says is true.

I'm not worried too much other than by the economy in general.

JF
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