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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 (1143)4/19/2004 9:42:51 AM
From: robert b furman   of 1227
 
Hi mop,

This goes along with Amat's analyst assessment.During their presentation ,they indicated the buildout of Dram was just concluding.The current buildout is now in flash with logi being the latter buildout - still yet to be anticipated.

As Amat's Bronson said - We're just beginning the cycle.

Bob
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