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

To: John Finley who wrote (941)	8/14/2001 10:37:53 PM
From: Gold Panner	Read Replies (2) \| Respond to of 1227

I think 40% for AMAT is about right from what I recall in the SEC filings. I am happy with the rare dividend that they currently payout. Not many tech co's pay out dividends, even those that do, are a fraction of what HELX returns to investors. I like their attitude of returning the money that they aren't able to use efficiently back to their investors. I am willing to wait out and hold onto this one for awhile. In a sense the dividends are a way of rewarding the patient people who sit and hold waiting for the next up turn. Yes, currently this company is tied to the semi-cycle. Does anyone know how much of an of this downturn will have on conversion to 300mm? From what I understand some of their sales is generated based on the need for re-tooling for 300?