Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lester e. who wrote (10559)	11/9/1997 1:27:00 AM
From: John Nobrega	Read Replies (1) of 70976

< "There are few companies on the market today that meet these requirements. I think AMAT does. Do you know any company that has better prospects?" > Check out Helix Technology (HELX). It has a monopolistic 80% of the cyrogenic vacuum pump market and a terrific reputation for great products and even better product support. Helix pumps are bolted onto most semi equip that requires vacuum. Over 30% of Helix sales go to AMAT. Therefore, Helix stock performs similar to amat, but is much smaller (400 million mkt cap) and trades at a much better valuation. Helix just announced a 2-1 split and a dividend increase, for an ASTOUNDING ANNUAL YEILD OF 3.5%! The company has been around for a long time and the management is conservative, rock solid, and really seems to be acting in the interest of the shareholders. Long on Helx, Long on AMAT.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next