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Technology Stocks : Helix Technology, a cold play on semiconductor equipment
HELX 36.78+3.3%Nov 21 4:00 PM EST
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To: Sidney Street who wrote (1087)5/6/2003 10:44:11 AM
From: mopgcw  Read Replies (1) of 1227
 
I agree. For companies such as cymer and helix with strong balance sheets, market share position it is a matter of managing costs down. Helix has been pretty good to date at getting breakeven down. if they stop that, I would begin to get worried. I think it is more likely they get bought by amat in the future if they trade down closer to book/tangible.
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