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Technology Stocks : Helix Technology, a cold play on semiconductor equipment
HELX 37.98+0.6%Nov 25 4:00 PM EST

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To: PuddleGlum who wrote (976)10/24/2001 1:05:25 AM
From: mopgcw  Read Replies (1) of 1227
 
It was encouraging, depressing that there is still no "visibility". Reiterated my confidence in the management team.

Personally, I wish they would do away with the dividend completely. Either buy back stock on a regular basis or grow the business.

I am predominantly in biotech right now as well. the bargains and visibility there at the moment are phenomenal. Still like helix, iivi and cymer in techs. close to buying esio and cgnx if they get cheaper. toyed with tellabs and adct but fear the telecom nightmare. semis at least have established their cycle.
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