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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: Sidney Street who wrote (1152)5/10/2004 8:19:17 PM
From: mopgcw  Read Replies (2) of 1227
 
My guess (note the operative word guess) would be that only to the extent amat and some others feed stuff to the LCD crowd is it included. I think the primary focus is semi. It is a important part of the HELX story, but i am not sure how widely applicapble it is to the other smaller tool companies, etc.

note however, that amat is still the driver here. to some degree a lesser one given goldworks and lcd type stuff, but those are still marginal impacts. net net i think LCD may soften the cycle low a bit until it too reaches saturation, but i am not sure it will fundamentally change the cycle all by itself..

just my thoughts -- ymmv.
take care.
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