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Technology Stocks : Helix Technology, a cold play on semiconductor equipment -- Ignore unavailable to you. Want to Upgrade?

To: TwoBear who wrote (693)	9/29/1999 4:14:00 PM
From: Gerry Petencin	Read Replies (1) \| Respond to of 1227

Helx is hard to figure. With all the cap spending that seems set to happen in the semi biz you can see Helx going up 2-4 X in the next 1 to 3 years. But I've sold most of my 1500 that was bought at 8,9,10, down to 250 shares. I guess I'll buy more, but probably not till the next cycle, and that might be years away. I think most cycles are supply-demand driven. This has the big added factor of process change: .3 meter wafers, smaller gates, copper. Hadn't thought about it too much yet, but when all that process efficiency kicks in the next down cycle may be a real killer and set up the next great opportunities. I never dreamed these guys, helx,amat,lrcx would do this in one year, stock price wise.