Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: shane forbes who wrote (134)	2/20/1998 11:09:00 PM
From: Duane L. Olson	of 955

Hi, Wizard... glad you got interested in DPMI.. we need a good strong touch of thoughtful logic on this thread... As for the PE.. it currently is running around 16 to 17, looking for earnings this year of about $2.13 (including currency translation losses of about a dime), and projected earnings growth of abou 21% going into the following year...with a couple of major plants coming on stream..especially the one at the LSI location in Gresham..serving both LSI and INTC..so I'm looking for the growth rate to increase somewhat as the chip complexity increases... So for those looking AHEAD a couple of quarters..it seems to me we could be looking at earnings of about $2.60, which I value at a PE of 25 for a conservative valuation of $65/share. As John and others have pointed out, some excessive valuations can occasionally occur..so if we get prices too much above 60, I'll start looking to take some profits. Meanwhile, as I mentioned to you, I'm still buying...and now have some excess cash to do just that.. Hope you can jump in.. and thanks for adding your leavening REASON to the thread!!! Duane

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