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

To: BostonView who wrote (725)11/2/1999 6:01:00 PM
From: EACarl  Respond to of 1227
 
RE "killed estimates"

Also in the semi-equip sector,
another company who has killed estimates and has
twice the earnings of HELX and half the price
(i.e. 4X as good a value) is COHU.
Rock solid finances, great growth, value price.
I've been selling some of the overvalued semi-equips
I own in favor of some of the "underappreciated"
such as COHU.
If "Dellman" would report back to us on what he finds
for historic P/S etc (and I know what he'll find),
we'll see how high HELX is now compared to itself historically and compared to others in the sector.
HELX has been great to me, but even if they were bought
out, no one could justify much more than the current price.



To: BostonView who wrote (725)11/2/1999 8:22:00 PM
From: dellman  Read Replies (1) | Respond to of 1227
 
I agree with you that the earnings will likely be higher than $1.40 as well. After checking out Bigcharts.com, I see that there are plenty of analyst reports out there, you just have to pay for them. So much for free information for the small guy. One report put a $51 price target on them. I had not seen that one until today. I thought the most recent target was $42.


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