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Technology Stocks : Helix Technology, a cold play on semiconductor equipment
HELX 35.59-0.2%Nov 20 4:00 PM EST
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To: mopgcw who wrote (1151)5/10/2004 5:17:55 PM
From: Sidney Street  Read Replies (1) of 1227
 
GS' Cap ex forecasting: Thanks again for sending these along. Do you know whether they include LCD screen fabs as part of the universe? That's a market that needs to be factored in, when making judgments about the current cycle based on the past cycle (at least for some semi cap equipment mfr's, eg HELX). Note LG Philips is doubling the size of its IPO in order to increase spending on LCD fabs, to keep up w/ Samsung.
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