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Technology Stocks : Helix Technology, a cold play on semiconductor equipment
HELX 35.15+0.1%Nov 4 4:00 PM EST

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To: mopgcw who wrote (1191)12/11/2004 10:07:48 PM
From: Christopher Brainard  Read Replies (1) of 1227
 
George,

I too have been following your posts of GS's current thinking. They have certainly been on the mark for this down cycle. What is your feel for their ability to call the "real bottom" for these stocks? I'm afraid by the time GS is calling for us all to be buyers of the sector, the stocks will have already made a big run.

Thanks again for your GS posts.

Chris
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