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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: mopgcw who wrote (1098)9/16/2003 9:00:20 PM
From: mopgcw   of 1227
 
GS US SEMI EQUIPMENT
WEEKLY
Summary: (1) We believe that the stocks could pull back heading into earnings due
to what may be unrealistic Street expectations, but we would aggressively buy the
pullback as the cyclical ramp continues and we don't believe the stocks will peak for
the cycle until the industry hits normalized cash flow levels in early 2004, (2)
Goldman Sachs Asia Technology Conference in Tokyo this week, timing of orders
from SMIC, Samsung, Toshiba, Sony, Powerchip, and Nanya (8-inch) likely to be
the key data points for the semi equipment suppliers, (3) Semicon Taiwan kicks off
on Monday, we expect little news flow from the US semi equipment suppliers, but
the conference may be more important for some of the lithography companies, (4)
August book-to-bill expected to rise slightly to 0.98 during a seasonally slower
period, and (5) News, Events and Price Performance.
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