Helix Technology, a cold play on semiconductor equipment

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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

Here's a company with over 70% of the cryopump market, yielding over 3%, and growing earnings nearly 100% per year over the past couple of years. Cryopumps commonly go on sputtering equipment, sometimes on etchers, and on other high vacuum processing equipment as well. As you might imagine these pumps are also used on equipment to make disk drives, flat panels, CD-ROMS, etc. Trailing P/E of around 13 makes this one hard to pass up.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
1227	Any one have any comments or views on the recent earnings conference call for HE	Gold Panner	-	7/21/2005
1226	SSB: West Day 2 Ju	mopgcw	-	7/13/2005
1225	GS US Semi Equipment: SEMICON West Day 2 - increasingly apparent that Q3 orders	mopgcw	-	7/13/2005
1224	GS US Semi Equipment SEMICON West Day 1 - DTja Vu 12 months later Monday was a	mopgcw	-	7/13/2005
1223	I'm very sure that Brooks will be a godd way to do that. Best of luck to yo	robert b furman	-	7/12/2005
1222	I am glad the share price shot up because of this... I have been holding for so	Gold Panner	-	7/12/2005
1221	Right, Brooks said it would be immediately accretive. Still the combination co	robert b furman	-	7/11/2005
1220	Helix is worth more than $17/share. I know nothing about Brooks so will have to	mopgcw	-	7/11/2005
1219	Helix to be purchased by Brooks. investor.brooks.com A best of breed doing a	robert b furman	-	7/11/2005
1218	GS US Semi Equipment ? Foundry orders unlikely to save the day in H2?05 Our tea	mopgcw	-	6/15/2005
1217	GS US Semi and SPE weekly ? AMD and Supercomm takeaways and foundry datapoints	mopgcw	-	6/15/2005
1216	Legg Mason May 2, 2005 Semiconductor Capital Equipment Still Cautious, but	mopgcw	-	6/14/2005
1215	RE "Andre J. Costanza" If he's any relation to George Costanza, I	EACarl	-	5/3/2005
1214	Helix Reports First Quarter Results Friday April 29, 8:39 am ET MANSFIELD, Mas	mopgcw	-	5/2/2005
1213	VLine: Helix Technology continues to face a difficult headwind. The company deri	mopgcw	-	4/30/2005
1212	GS US Semi and Semi Equip weekly ? Flash capacity constraints easing? More earni	mopgcw	-	4/25/2005
1211	Message 21224267	mopgcw	-	4/13/2005
1210	GS TWIS - AMD's Q likely in line; NOR flash creates risk while Ibiden some r	mopgcw	-	4/12/2005
1209	GS US Semi Equip Asia Tour Notebook Part 2 ? We wish you could have been there W	mopgcw	-	4/12/2005
1208	GS: Asia Tour Notebook ? Cycle very likely to get worse before it gets better We	mopgcw	-	4/12/2005
1207	GS US Semi Equip Q1 Preview ? Managements will be bullish but DRAM likely to dr	mopgcw	-	4/12/2005
1206	GS US Semi Equip - Advantest negative preannouncement portends weaker front-end	mopgcw	-	3/14/2005
1205	Applied Materials Presents 2004 Best Supplier Quality Award to Helix Technology	mopgcw	-	2/27/2005
1204	GS US Semi Equipment Q4 Preview - Companies likely too optimistic on cycle We ex	mopgcw	-	1/17/2005
1203	GS US Semi Equip - Intel capex; 2001 all over again Intel guided its capex up ab	mopgcw	-	1/17/2005

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