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Technology Stocks
Helix Technology, a cold play on semiconductor equipment
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
1227 22 0 HELX
Emcee:  PuddleGlum Type:  Unmoderated
Introduction Market Data Compact
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1152GS' Cap ex forecasting: Thanks again for sending these along. Do you know whSidney Street-5/10/2004
1151GS US SEMI EQUIPMENT WEEKLY: 2004 CAPEX 2ND HIGHEST ON RECORD Summary: (1) 2004mopgcw-5/10/2004
1150JP Morgan technology conference link Many semi-equip companies presented; some Sidney Street-5/6/2004
1149GS US SEMI EQUIP WEEKLY: CAPITAL EFFICIENCY, SHORT INTEREST AND ENTG AS A HEDGE mopgcw-5/5/2004
1148GS US SEMI EQUIP WEEKLY: CAPITAL EFFICIENCY, SHORT INTEREST AND ENTG AS A HEDGE mopgcw-5/5/2004
1147Q1 Results Helix Technology Corporation (ticker: HELX, exchange: NASDAQ) News RSidney Street-4/29/2004
1146HI Mop, Tech and semi's in particular are stinking up the joint here. No drobert b furman-4/28/2004
1145Bob -- given the drop still of the same opinion?mopgcw-4/28/2004
1144Hi mop, This goes along with Amat's analyst assessment.During their presentrobert b furman-4/19/2004
1143GS US SEMI EQUIPMENT WEEKLY: MARKET SHARE, PHILLIPS CAPEX AND THE WEEK AHEAD Sumopgcw-4/19/2004
1142GS US SEMI EQUIPMENT FIRST-TAKE: THOUGHTS ON SAMSUNG CAPEX On its earnings call mopgcw-4/19/2004
1141That has also been my strategy, with all stocks, not just HELX. Buy in when I tmopgcw-4/15/2004
1140Thanks for sending on GS's thinking, George. I've just finished looking Sidney Street-4/14/2004
1139GS US SEMI EQUIPMENT FIRST-TAKE: THOUGHTS ON INTEL CAPEX Intel made no changes mopgcw-4/14/2004
1138Chris, At least once each cycle.GG Many cycles yet to come. Bobrobert b furman-4/7/2004
1137Perhaps the cycle is just beginning, but then again, perhaps it has not. To datmopgcw-4/7/2004
1136Hi Bob, I truely hope you are right. I'm not sure the CEO's of these coChristopher Brainard-4/7/2004
1135HI Chris, You just wait a little bit more your tune will change. Check out my robert b furman-4/7/2004
1134Hi Bob, Come on ... tell us what you really think! We all know investing in thChristopher Brainard-4/7/2004
1133Hi mopgcw, Well Amat's take on that advice is the recovery cycle is "jrobert b furman-4/7/2004
1132GS Summary: We expect the semi equipment companies to report approximately 25% smopgcw-4/6/2004
1131A downmarket pump monitoring system; no GoldLink but interesting use of RFID tecSidney Street-3/10/2004
1130GS US SEMI EQUIPMENT: TAKEAWAYS FROM DAY TWO OF THE GS TECH CONFERENCE The seconmopgcw-2/25/2004
1129GS US SEMI EQUIPMENT: TAKEAWAYS FROM DAY ONE OF GS TECH CONFERENCE Summary: Themopgcw-2/24/2004
1128GS US SEMI EQUIPMENT WEEKLY: BUYING STOCKS BASED ON PEAK MARGINS IS DANGEROUS Sumopgcw-2/9/2004
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