Helix Technology, a cold play on semiconductor equipment Message Board

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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: PuddleGlum who started this subject	7/26/2004 10:49:08 PM
From: mopgcw	Read Replies (1) of 1227

CC summary: See continued strength strength is in all areas and markets payoff as move to 300mm is accelerated retro-fit/upgrade business is a bit challenged by fab utilization rates sales up 9% from q1, up 80% from last yr BTB 1.04; orders up 12% over q1 semis 70% of sales CTI 84% of sales; GP 16% global support 30% of sales true-blue is still doing well oem just under 60% of sales 29% to largest customerl compared to 34% backlog of $17.4 mm 607 staff, increase due to temps in manufacturing Gross margins of 41%, increase of 190bps from q1 given increase volumes and operations g&a increased due to incentive comp and regulatory compliance costs jv in japan still growing -- cash of $72mm cash from ops > $5mm receivables increased due to greater sales, dso 55 days unchanged. no collection issues inventories declined and at lowest level since 2q 2000 anticipate q3 results modestly higher due to sequential improvement and margins g&a should be higher q3 due to trade shows. goal to have true-blue = 10% of total sales, and note strong margins on true-blue contracts.

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