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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 (1153)5/11/2004 7:44:11 AM
From: Sidney Street   of 1227
 
Agreed that AMAT is the biggest piece of the puzzle. Whether the LCD factories being built, or announced for the next couple years, are "cycle peak extenders" for the coming peak (whenever that may be) or "cycle trough moderators". they are a welcome additional market.

As a buy and hold'er it would be interesting to know whether there are other potentially significant markets growing out of the general field of nanotech. Worth a call to IR at HELX sometime this week, particularly if the stock gets hammered any lower.
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