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 (1093)	7/16/2003 10:08:01 AM
From: mopgcw	of 1227

SEMICON WEST NOTEBOOK: UPBEAT TONE CONTINUES DURING DAY 2 Summary: The front-end portion of SEMICON West continued on Tuesday in San Francisco and the tone at the conference continued to be upbeat. Notable news from the day included a positive order preannouncement from KLA-Tencor, upbeat commentary on potential foundry capex from Lam Research and a notable positive tone change from ASM Lithography. Given the strong recent run in the stocks, many investors are questioning if now is the time to take profits, but we reiterate our Attractive sector stance and belief that investors should remain overweight the stocks until AMAT reaches 15% EBITDA margins (our proxy for normalized industry cash flow).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next