Helix Technology, a cold play on semiconductor equipment Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Helix Technology, a cold play on semiconductor equipment

HELX 36.78

+3.3%

Nov 21 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mopgcw who wrote (1084)	5/5/2003 9:36:41 PM
From: mopgcw	Read Replies (1) of 1227

GS US SEMI EQUIPMENT WEEKLY - THOUGHTS ON APPLIED`S MAY 13TH EARNINGS REPORT Summary: (1) Chatter around Applied report on May 13th will likely heat up this week, we believe that the report will underscore our view that we are slowly beginning to come out of the downturn, (2) The prevailing bear case calls for 2003 semi capex to be down 10% year-over-year. However, after dusting off our Statistics textbook from business school, we calculated that the chance of a 10% decline in 2003 capex is just over 2%. We know this downturn has been bad but that's pretty extreme! and (3) News, Events and Price Performance.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next