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

To: mopgcw who wrote (945)	9/6/2001 10:51:46 PM
From: Gold Panner	Read Replies (3) \| Respond to of 1227

The re-tooling and flat panel displays definitely offer glimmers of hope. Does anyone know how the downturn has affected the plans or speed of fabs moving to 300mm? I know 300mm has been talked about for quite a number of years. Also what other applications does Helix's tools (ie CTI) could potentially be used for? Goldlink is something I view as a buffer in the period of a downturn. But if you think about the premise, it is very strategic for HELX. The data being collected could definitely help fabs as it will remove significant downtime. Aside from this the data might also be helpful for HELX in further improving it's products. Things are definitely bad... I'm wondering how much more worse it could get. I read (or heard) somewhere that based on the historical PE ratio for nasdaq stocks, the nasdaq index should be somewhere around 1600. We are not that far off, but given revenue deterioration, it might even be lower than 1600. Has anyone come across a peice of information similar to this? I would like to know how they came about this figure.