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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 (1142)	4/19/2004 9:08:39 AM
From: mopgcw	Read Replies (2) \| Respond to of 1227

GS US SEMI EQUIPMENT WEEKLY: MARKET SHARE, PHILLIPS CAPEX AND THE WEEK AHEAD Summary: (1) Gartner Dataquest's market share breakdown highlights that Japanese equipment vendors gained share in 2003 as the Japanese chipmakers drove the early stages of the cyclical recovery, (2) Philips Electronics indicated in meetings last week that its initial 2005 semi capex looks to be relatively unchanged from 2004 capex of $600 million, (3) March book-to-bill (released Monday night after the close) expected to remain flat at 1.14 on 5% m-m shipment and order growth, (4) Expect more choppy data points during earnings reports this week from KLAC and TER with ATMI and FORM relatively more upbeat, and (5) News, events and price performance.