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: mopgcw who wrote (1172)	7/26/2004 11:01:18 PM
From: mopgcw	of 1227

GS US SEMI EQUIPMENT: FIRST SIGNS OF SEMI EQUIPMENT ORDER PUSH-OUTS SUMMARY: Our global team's checks have uncovered the first meaningful order push-outs in this semi equipment cycle. Recall that our global team has highlighted in recent weeks that some of the mid-tier foundries have started to see declining utilization rates due to customer order cancellations. Our checks now indicate that as a result of the declining utilization rates, some customers have started to push-out orders previously made to the equipment companies. While we do not believe recently offered CQ3 order guidance is yet at risk, we will carefully monitor any additional push-outs/cancellations which would put guidance at risk. We believe this is another confirming data point that the semi equipment cycle is approaching the last stages of the upturn and we would continue to avoid overweight positions in the stocks. I, Jim Covello, hereby certify that all of the views expressed

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