Helix Technology, a cold play on semiconductor equipment Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Helix Technology, a cold play on semiconductor equipment

HELX 36.78

+3.3%

Nov 21 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: PuddleGlum who started this subject	2/24/2004 9:21:43 PM
From: mopgcw	Read Replies (1) of 1227

GS US SEMI EQUIPMENT: TAKEAWAYS FROM DAY ONE OF GS TECH CONFERENCE Summary: The first day of the Goldman Sachs Tech Symposium kicked off in Pheonix, AZ on Monday with presentations from Applied, Advanced Energy, Axcelis, Credence, and ATMI. Notable takeaways from the day included: (1) the overall tone of the conference was consistent with a continued cyclical recovery, (2) the equipment companies were understandably unable to commit to significant growth in the second-half of 2004, and (3) Credence's acquisition of NPTest is an interesting development in the back-end where consolidation is long overdue. We believe that in order for the stocks to regain momentum, the Street needs to become convinced that fundamental momentum will continue into 2005. Given that managements are not likely to have such visibility until mid-way through 2004, we would expect the stocks to continue to be weak in the near- term.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next