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 34.80

+1.7%

Oct 30 5:00 PM EST

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To: mopgcw who wrote (1218)	7/11/2005 8:36:22 AM
From: robert b furman	Read Replies (1) of 1227

Helix to be purchased by Brooks. investor.brooks.com A best of breed doing a little merger and acquisition before this sector gets hot. I've been anxiously awaiting some M&A in this sector.With the SOX only 13.00 plus change points away from a breakout - this bodes well. The bottomline to this sector is less stock supply is out there and its turn into favor has been long overdue. M&A can often signal a true bottom coming in - I still remember when KLA bought Tencor. It was a perfect buy and built a powerhouse. With brooks having the top of line software and mechanical capabilities,the purchase of Cyrogenic pump knowledge (Helix) makes great strategic sense. Now - but at what premium - just heard it on CNBC. I hope this treats all owners here with a good multiple. I certainly wouldn't feel bad to know I have Brooks in my account vs Helx. Congrats to the long term holders! Bob Interesting times - Agilent is about to pickup several billion from KKR on its semiconductor sale - wonder where they go with the cash?

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