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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 (829)	4/27/2000 10:40:00 PM
From: j t jackson	Read Replies (1) \| Respond to of 1227

B.V...A few notes from the annual meeting, 4/27/00. Note: Standard Safe Harbor Statement applies to statements made by CEO. 1. In reviewing financial results, Bob made the statement, " the best is still to come". 2. GoldLink is proving to be profitable to user and to Helix. Two slides using actual fab site data were shown. The first depicted a reduction in unscheduled system down time on a relative scale of about 6 to 1.5 The second slide indicated about a 6 to 1 ratio of payback to user over fees paid to Helix. 3. After sales parts and services now about 30% of revenues may grow to 50% with GoldLink in next couple of years. 4. Helix's water pump and Turbo Plus pumps serving the etch and CVD markets may grow to 10% of revenues this year. 5. On 300 mm, Helix has tool sets for deployment on production units. Expect increase volume of shipments in second half of 2000. On the whole I consider the meeting very upbeat, but whether it caused or helped todays pop I leave up to you. Regards...jtj