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Technology Stocks : Helix Technology, a cold play on semiconductor equipment
HELX 37.77+2.7%Nov 24 4:00 PM EST
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To: mopgcw who wrote (1118)1/7/2004 9:08:12 AM
From: Sidney Street  Read Replies (1) of 1227
 
I listened to the replay of the Needham presentation last evening; a solid performance, but I didn't catch anything that would account for the jump. I just checked and HELX has outperformed most of the semi-cap universe looking back 52 weeks. This was a surprise to me, since I tend to think of it as slightly lagging.

One of the main messages of the presentation was the close ties they have with end users, due largely to GoldLink, which differentiates them from other OEM component suppliers.
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