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

To: dellman who wrote (716)	10/30/1999 4:52:00 PM
From: BostonView	Read Replies (1) \| Respond to of 1227

Dellman, your patience is most impressive! I was in AMAT a few years ago when it made that stunning run, but passed on the current ride. Speaking of comps, here's the two since the lows of last Oct. A little surprising? techstocks.com And let's not forget that dividend! BV

To: dellman who wrote (716)	10/30/1999 6:51:00 PM
From: EACarl	Read Replies (1) \| Respond to of 1227

RE " If it would be keeping up with AMAT, it would be around $63." I guess it all depends at which point you want to start your comparison. I have followed AMAT and HELX for quite some time and what you say is true about HELX vs. AMAT price performance, BUT, this can be attributed to the 1996 downturn when HELX didn't actually go down nearly as far as it should have relative to the rest of the sector on a price/sales, or price/last cycle earnings, because of what at the time was a very high dividend yield. The dividend was not cut during that downturn and it successfully supported the stock. As we all know , the dividend was cut this last downturn (late 98), and the stock price sank in anticipation. If you look at AMAT vs. HELX currently on a price/sales, or price/future earnings, HELX is not undervalued. Eric.