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: mopgcw who wrote (1100)	10/20/2003 8:21:46 PM
From: mopgcw	Read Replies (1) of 1227

GS US SEMI EQUIPMENT WEEKLY: THOUGHTS ON THE STOCKS, SAMSUNG CAPEX AND THE B2B Summary: (1) Stocks shrugged off some mediocre news in the early part of the week before giving back some of their recent gains on Friday...where do we go from here? (2) Samsung's capex increase is another sign that the emerging semi equipment cycle is gaining steam, but has limited incremental financial impact on the semi equipment companies, (3) September book-to-bill to be released Monday night is expected to rise slightly to 0.93, and (4) News, Events and Price Performance.

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