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: Christopher Brainard who wrote (1134)	4/7/2004 9:54:34 AM
From: robert b furman	Read Replies (1) of 1227

HI Chris, You just wait a little bit more your tune will change. Check out my recent post on Cohu - it has a link to Amat's analyst webcast. Click on section 8 question and answers - Dram Capex is already in and flash/logic are ongoing. Then recall Intt webcast where you pointed out the reference to Cohu and their lack of performance. As the Intest executive stated - many of the poor quarters are the result of product mix. I think this is Cohu's problem.On the dark side - margins are low on new "Edge "testhandler. On the bright side - these are new customers and represent market share growth.In the long run it is a good thing to grow market share. Cohu has given up making gravity feed testhandlers - commodity like margins and chips of the future will migrate to pick and place with Active Thermal Control becoming a "Need to have" testhandler capability. Thes are long term trends - Cohu will prevail as the leader it has been for 15-20 years now. As long as they continue to get Intel's Supplier Award (3 years in a row now),they will be at the leading edge.No doubt Intel has been /is several years ahead of competition. That's why I think it is appropriate to give Cohu time. Through patience the rest of us outsiders will recognize that Cohu is the testhandler of the future. Valuations will reward us - but patience is the biggest requirement. Check out this chart: stockcharts.com[w,a]daoanyay[dc][pb33!b50!b72!b150!b200!f][vc60][ilh14,3!la8,21,5!ld20!lb14!lf!lc20!lg][J27980957,Y]&listNum=14 Nothin but UP Buddy!! If you're short - Get Long!! If you're Long - Get More !! Bob

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