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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: PuddleGlum who started this subject1/12/2004 11:33:37 PM
From: mopgcw   of 1227
 
18. GS US SEMI EQUIP
WEEKLY: BUSY WEEK
AHEAD WITH ISS AND
SAMSUNG AND INTEL
CAPEX
Summary: (1) ISS Conference beginning on Monday will likely underscore strength
of current semi equipment cycle, (2) Expect Samsung and Intel 2004 capex forecasts
released this week to drive continued positive momentum in the stocks with Novellus
as a likely incremental stock beneficiary, (3) Teradyne December report on
Wednesday night (call Thursday morning) should be strong with bullish guidance for
March. However, we continue to prefer the front-end names due to what we will
expect to be better incremental operating leverage over the coming quarters, and (4)News, Events and Price Performance.
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