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Technology Stocks
Helix Technology, a cold play on semiconductor equipment
An SI Board Since April 1996
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1227 22 0 HELX
Emcee:  PuddleGlum Type:  Unmoderated
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1177Any new comments from GS? These guys seemed to have really nailed this cycle! I&Christopher Brainard-9/3/2004
1176GS US SEMI EQUIP B-T-B: BACK-END WEAKNESS AND SIGNIFICANT CAPACITY ADDITIONS Summopgcw-8/20/2004
1175GS US SEMI EQUIP WEEKLY: LET FUNDAMENTALS, NOT VALAUTION, DICTATE STOCK THESIS Smopgcw-8/2/2004
1174GENTILCORE JAMES,C.O.O,BUYS 3,000 ON 7/26/04 OF HELX 2004-07-27 10:08 (New York)mopgcw-7/30/2004
1173GS US SEMI EQUIPMENT: FIRST SIGNS OF SEMI EQUIPMENT ORDER PUSH-OUTS SUMMARY: Oumopgcw-7/27/2004
1172GS US SEMI EQUIP WEEKLY: `THE MATH MATTERS TO US NOW` Summary: (1) "The mamopgcw-7/27/2004
1171CC summary: See continued strength strength is in all areas and markets payofmopgcw-7/26/2004
1170GS US SEMI EQUIP WEEKLY: THOUGHTS ON THE STOCKS AND ANOTHER BUSY EARNINGS WEEK mopgcw-7/19/2004
1169GS US SEMI EQUIP BOOK-TO-BILL: ROUGHLY IN-LINE WITH SOME BACK-END WEAKNESS Summmopgcw-7/19/2004
1168GS US SEMI EQUIP SEMICON WEST: NEWSFLOW DOESN`T MEET HEIGHTENED EXPECTATIONS Sumopgcw-7/14/2004
1167GS US SEMI EQUIP SEMICON WEST DAY TWO: KLA, TEL AND INTEL DOMINATE THE HEADLINESmopgcw-7/14/2004
1166GS US SEMI EQUIP WEEKLY: SEMICON AND EARNINGS DOMINATE BUSY WEEK AHEAD Summary:mopgcw-7/12/2004
1165GS WEEKLY: WHERE DO WE GO FROM HERE POST LAST WEEK`S SELL-OFF? SUMMARY: (1) Stomopgcw-7/7/2004
1164pt II: ADVANCED ENERGY INDUSTRIES (AEIS; IL/N) earnings expectations: Advancedmopgcw-7/4/2004
1163GS US SEMI EQUIPMENT SEMICON WEST AND QUARTERLY PREVIEW: TAKE PROFITS ON RALLIESmopgcw-7/4/2004
1162GS US SEMI EQUIP BOOK-TO-BILL: ORDER MOMENTUM MODERATING Summary: SEMI released mopgcw-6/21/2004
1161GS US SEMI EQUIP WEEKLY: SHORT INTEREST, WFE/CAPEX AND LOWER ACLS TAX RATE Summmopgcw-6/21/2004
1160GS US SEMI EQUIP WEEKLY: VIEWS ON THE STOCKS POST OUR WEST COAST TRIP Summary: mopgcw-6/14/2004
1159GS US SEMI EQUIPMENT: TAKEAWAYS FROM SILICON VALLEY MEETINGS SUMMARY: We met witmopgcw-6/14/2004
1158GS US SEMI EQUIP WEEKLY: THOUGHTS ON THE STOCKS AND 2005 ESTIMATES Summary: (1)mopgcw-6/2/2004
1157GS US SEMI EQIP: KEY TAKEAWAYS FROM BOSTON ANALYST MEETINGS AND THE BOOK-TO-BILLmopgcw-5/24/2004
1156GS US SEMI EQUIP WEEKLY: NVLS MID-QUARTER UPDATE AND ST MICRO MEETING TAKEAWAYS mopgcw-5/24/2004
1155GS US SEMI EQUIP WEEKLY: PREVIEWING BUSY WEEK AHEAD IN SEMI EQUIPMENT Summary: mopgcw-5/17/2004
1154Agreed that AMAT is the biggest piece of the puzzle. Whether the LCD factories bSidney Street-5/11/2004
1153My guess (note the operative word guess) would be that only to the extent amat amopgcw-5/10/2004
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