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: PuddleGlum who started this subject	4/6/2004 8:09:17 PM
From: mopgcw	Read Replies (1) of 1227

GS Summary: We expect the semi equipment companies to report approximately 25% sequential order growth in the March quarter and to guide for approximately 10% sequential order growth in the June quarter. While the majority of data points remain positive as the industry is still enjoying a cyclical upturn, in recent weeks some mixed data points have emerged that support our contention that the industry is beyond the mid- point of the fundamental up-cycle. These mixed data points lead us to expect the semi equipment managements to sound less bullish on their 1Q earnings calls than they sounded during the quarter (i.e. at mid-quarter updates, conferences, etc.). We continue to expect the stocks to not outperform the market and to trade in a range with a downward bias. For those investors who must maintain some exposure to the group, we recommend more defensive names like KLAC and FORM. Please see our full quarterly preview report for greater detail.

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