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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 (1100)10/20/2003 8:21:46 PM
From: mopgcw  Read Replies (1) | Respond to of 1227
 
GS US SEMI EQUIPMENT
WEEKLY: THOUGHTS ON
THE STOCKS, SAMSUNG
CAPEX AND THE B2B
Summary: (1) Stocks shrugged off some mediocre news in the early part of the week
before giving back some of their recent gains on Friday...where do we go from here?
(2) Samsung's capex increase is another sign that the emerging semi equipment cycle
is gaining steam, but has limited incremental financial impact on the semi equipment
companies, (3) September book-to-bill to be released Monday night is expected to
rise slightly to 0.93, and (4) News, Events and Price Performance.