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 (1088)	6/30/2003 10:34:33 PM
From: mopgcw	Read Replies (1) of 1227

Goldman Sachs This Week in Semis ('GS TWIS') Notes (V1 N19)- 1. May Data Better Than Seasonal, ASPs Solid - Global Semi industry May revs were $11.95bn, up 7.4% from April, versus an 18-yr average of up 2.3%. Revenues were up 6.6% on a Q/Q basis (18-yr avg up 3.5%) and up 11.3% Y/Y (18-yr avg up 12%). Ours, and consensus sequential (Q on Q) revenue expectations for the companies we follow for the June quarter is for growth of 3%. In order to see 3% growth, global sales in the month of June would have to grow by 20.9%, which is above the 18-yr average of 15.9%, but reachable given that June seq growth averaged 26.4% in the past 3 yrs. Units and ASPs were also encouraging, a sign the profit cycle is getting in gear 2. Sept Guidance Likely Soft - SIA data shows most companies have not built backlog in Q2, as they did in Q1, making upcoming earnings reports less of a positive catalyst. XLNX, TXN and AMD may have the most risk of mild downward revisions to Q3 seq growth rates.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next