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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 (890)	9/22/2000 8:11:20 AM
From: Sidney Street	Read Replies (1) \| Respond to of 1227

I like the validation of Goldlink, and if BE were ever to decide (on some day like today is shaping up) that the roller coaster semi cap equipment business is one to get out of, HELX would sure be in a good position to make a smart offer. Controlling temperature would be a nice fit with controlling pressure.

To: BostonView who wrote (890)	10/4/2000 7:03:24 PM
From: Sidney Street	Read Replies (1) \| Respond to of 1227

Re: ATT chiller deal. I spoke w/ HELX IR, and here's the story. BEA, parent of ATT makes jetliner interiors, and this chiller evolved from a galley 'fridge. Despite being total strangers to the Semi Equip market, ATT sold 400 machines into 40 fabs (without the benefit of Goldlink support; all new machines will be Goldlink enabled). They estimate the addressable market to be $200m. Their annualized run rate is about $20m, as of the time of the deal. ATT did the deal because they realized they had no business trying to sell into this specialized market. Of course I forgot to ask the most important question: the terms for Helix. They wouldn't have disclosed anyway. Anyone want to hazard a guess what the commission % would be? If it were 15% on $30M next year, and service fees on top of that, it drops something meaningful to the bottom line. Maybe 10-15 cents/share? Not a lot of cost associated with the revenue.