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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 (1095)	7/28/2003 12:49:30 PM
From: robert b furman	Respond to of 1227

Very similar to SCE webcasts for this quarter. No one claims growth but an underlying optimism surfaces. Most firms are still working on a reduced breakeven and see what level of revenue is needed to have positive cash flow and then earnings. If / when markets anticipate growth - the next leg will occu. So far those stimating the worst has been done have been rewarded rewarded. Typical intuitive anticipatory investing in this very cyclical industry sector. Bob P.S. Thanks for great conference notes.