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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 (992)	11/8/2001 9:33:33 PM
From: mopgcw	Read Replies (2) \| Respond to of 1227

<< I wouldn't think we'd see many more commercial sales until the telco/wireless blush comes back on the rose. I agree. SCON does seem to have put some out in the field as actual business rather than field trials, but they still do not appear to make any money off of it yet last time i looked (and heaven knows how many warrants it cost them to make the sale). the other thing that gives me pause in this arena, is if you read through the "history" on the threads of these companies ISCO, SCON and CDTS, and try to piece together an understanding it appears to be quite a peyton place drama. ISCO in particular can be seen as a peculiar read. if i recall correctly they engaged in some financing that did not seem sensible to me a while back. not very transparent when you get down to it. CDTS has had major turnover in scientific staff a while back. and SCON does not read too well either. The only one that reads well if I remember is AMSC -- but that is a totally different market. Do note that I have not seriously looked at them in quite a while and this is based on recollection and gut instinct. ymmv.