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: robert b furman who wrote (1133)	4/7/2004 9:35:41 AM
From: Christopher Brainard	Read Replies (1) of 1227

Hi Bob, Come on ... tell us what you really think! We all know investing in this sector is just a big game of timing. None of these companies can earn a consistant profit over time. Its boom or bust for both profits and company stock prices. Current no company in the sector can justify its current stock price based on current earnings. Its all a game of how far forward do we need to look! GS may not be fall from the mark when saying the up cycle is now past the half way point. If you go back and look at the past cycles the number of up order quarters were only something like seven or eight. Where GS is likely wrong is that a lot of money can be made in these stocks during the last half of the cycle. So my friend, continue to beat your happy face drum! Just don't get to nutty about doing the happy dance. You don't have to be a hero in trading these stocks. Buying near the bottom and selling near the top will still net you great rewards .... and you get to fight another day with a full war chest! Good luck! Chris PS: watch your back on COHU, something doesn't feel right with that company this cycle. I don't know what it is, things just do not feel right. My other former favorate (INTT) is a lost cause, get out while there are any buyers.

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