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 (1125)	2/2/2004 1:21:32 AM
From: mopgcw	Read Replies (1) of 1227

CC summary; recovery is well underway and an upturn in semi equip w/ a bang -- any company not participating is truly suspect noted fab announcement of utilization rate in excess of 100% this week helx is seeing an expansion of mkt share in vacuum instruments and secure in cryo-pump market lithography and wafer inspection equipment foray is encouraging $35mm in revenues and given new breakeven they expect 40% GM; op inc of 10% of sales; & double digit eps in Q1 revs up 22% sequentially rate of bookings accelerated over the quarter & continued strong through Jan Japan performed well and expect that to continue the vagaries of the deferred tax asset reserve accounting impacted eps by a couple pennies orders are up 48% over Q3 and strong across all prods BTB of 1.25x semiconductor = 2/3 of sales CTi 83% of sales\GP 17% expect this to be stable over the year global support 36% of sales, still working toward 40%+ and targeting 50% several new true blue contracts signed in the Q and expect that to continue OEM 52% of sales, largest client 20% up from 17% Headcount of 561 -- an increase all in temp manufacturing staff, FTE <500 GM of 37.4% up 340 bps over q3 $421k from Japan vs $163K cash of $67.4 mm CF from Ops of $3mm DSO decreased to 62 days from 63 inventory turns improved to 3.6x from 3.1x expect Q1 to continue revs 20% higher than q4; GM at least 40%; opex level; tax rate to be volatile; eps of 15 to 18 cents. they do not need significant capex for the ramp -- can handle 2x without issue it is another typical cyle though do not want to go out past 6 months; though if continues in a rational manner can last through '05. Note -- errors are mine -- listen to the call as your impressions may be different. but i thought it was very upbeat. the company continues to be incredibly well managed. regards george

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