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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 (1113)	12/15/2003 9:55:41 PM
From: mopgcw	Read Replies (1) \| Respond to of 1227

GS US SEMI EQUIPMENT WEEKLY: AMAT (OP/A) BENEFITS FROM DRAM TO NAND TRANSITION Summary: (1) AMAT likely beneficiary as chip industry transitions capacity from DRAM to NAND flash memory but positive incremental impact is relatively small to overall business, (2) Credence and Agilent analyst meetings held last week underscore that while business conditions and the outlook have improved significantly, the severe pricing environment has not improved, which leads us to continue to favor the front-end stocks over the back-end during this cyclical recovery, (3) November book-to-bill reported on Thursday night is expected to rise to 1.02 as the cyclical momentum continues and (4) News, Events and Price Performance.