Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

Dec 1 3:59 PM EST

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To: w0z who wrote (27714)	1/14/1999 11:43:00 AM
From: Jeffrey D	Read Replies (2) of 70976

There is a theory that you can tell how your company's business is doing by looking at how your company's vendors/suppliers are doing. Helix Technology {HELX} derives in excess of 50% of its business from its customer AMAT. On 12/14/98 HELX closed at 10 3/8. Today, as I write this, HELX is at 20 1/4, effectively doubling its share price in one month. Hard to say if this means AMAT has cranked up its orders to HELX in response to increased AMAT business but the HELX increase seems to indicate this. Anybody follow any other AMAT vendors and if so do their results mirror HELX? Jeff P.S. Truth in Posting - I am long on HELX...and, as you all probably know I am long AMAT.

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