Dupont Photomasks (DPMI) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dupont Photomasks (DPMI)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tech Master who wrote (198)	2/25/1998 5:27:00 PM
From: Duane L. Olson	of 955

T-M- You must have dumped a bunch...it pulled back pretty swiftly from the peak! :-).. Would concur that a portion of this move is artificial..the news blurb about the extended DUV capability.. However, my reason for buying in was my belief that a lot of folks are MISREADING the SE Asian situation and it's impact on companies like DPMI... DPMI's results were actually UP before factoring the (unhedged) currency losses. And the SE Asian companies are going to attempt to pump out all the chips they can...using DPMI's masks, of course. DPMI may have been overvalued above 70, but my own valuation right here is 58, with 65 as a high for the year. So a price of 44/45 doesn't bother me a lot.. Hope you make out well on your trades..and we'll look for your repurchase point...possibly as a signal to buy more ourselves! Duane

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next