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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 (1107)	11/10/2003 7:28:20 PM
From: mopgcw	Read Replies (1) \| Respond to of 1227

GS US SEMI EQUIP WEEKLY: EXPECT UPBEAT AMAT REPORT AS RECOVERY GATHERS MOMENTUM Summary: (1) We now expect an upbeat report from AMAT on Wednesday post our meetings on the west coast last week that underscored the increasing cyclical momentum in the semi equipment industry. Before last week, we had been concerned that order momentum would stall in CQ4 but our meetings last week revealed that there has been a significant pick-up in the industry in the last several weeks and we believe this bodes well for an upbeat Applied report, (2) Q4 order pick-up driven by TSMC, NEC, SMIC, Intel, and Toshiba with Samsung looming for significant orders in Q1'04, (3) Checks indicate that business at Entegris is tracking essentially in-line with flat CQ4'03 guidance, but sales growth is likely in CQ1'04, and (4) News, Events and Price Performance.