Helix Technology, a cold play on semiconductor equipment Message Board

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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: PuddleGlum who wrote (1092)	7/15/2003 10:25:49 AM
From: mopgcw	Read Replies (1) of 1227

From GS: SEMICON WEST NOTEBOOK: UPBEAT TONE DURING DAY 1 Summary: The front-end portion of SEMICON West began on Monday with an upbeat tone and focus on potential growth in H2'03. Applied kicked off the day with its analyst meeting during which it stated for the first time that its business is poised for a recovery in H2'03 driven by high capacity utilization rates at the advanced technology node and some pent-up customer demand. Several themes emerged from our meetings at the show including a more upbeat outlook from the subcomponent suppliers and the increasing concern that orders could pick-up substantially in Q3 and/or Q4, creating an unhealthy scramble for capacity in the industry. Managements maintain a certain degree of cautiousness given the headfake improvement in fundamentals that occurred last year, but the conference clearly marks a notable change in tone to the positive. We reiterate our Attractive sector stance and belief that investors should remain overweight the stocks until AMAT (OP/A) reaches 15% EBITDA margins, our proxy for normalized industry cash flow.

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