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 (1127)	2/9/2004 6:57:45 PM
From: mopgcw	of 1227

GS US SEMI EQUIPMENT WEEKLY: BUYING STOCKS BASED ON PEAK MARGINS IS DANGEROUS Summary: (1) The most common pushback that we got from our downgrade call last week was that our margin assumptions are too low given how aggressively the semi equipment OEMs cut costs during the downturn. We offer some thoughts as to why we believe it is dangerous for investors to maintain overweight positions based on this assumption, (2) Applied's analyst event last week focused on the increased traction of its low-k solution, Black Diamond, (3) Last week's Teradyne analyst event was upbeat and longer-term focused, (4) Consistent with other subcomponent suppliers that have already reported, Advanced Energy is likely to report a strong quarter and offer robust guidance when it reports on Thursday night, and (5) News, Events and Price Performance.

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