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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 (1149)5/6/2004 9:49:58 AM
From: Sidney Street   of 1227
 
JP Morgan technology conference link

Many semi-equip companies presented; some replays available at link below. I listened to Varian's (VSEA)and the analyst alluded to several other companies whose exec's had presented, and were claiming we are still early in the cycle. VSEA's CEO had a similar take. He was asked to address the cap equip investment ratio. I wasn't taking notes so I can't recall the specifics of his answer, but the thrust of his response was that there will be good spending next year, too, and his reasoning was plausible.
mapdigital.com
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