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Technology Stocks : Dupont Photomasks (DPMI)
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To: Ian@SI who wrote (844)6/9/1999 6:22:00 PM
From: Barry  Read Replies (1) of 955
 
OK, I'll offer mine. I don't think it's good. It'll put a ceiling on the upside until the uncertainty is washed away by the appointment of someone who is well respected within the industry.

The article on the cymer thread is a little disturbing, too. While it's good to see that prices are high at the high end of this industry, and DPI appears to focus on the high end of the business...if the prices are prohibitive, it'll (too be continued later)

barry
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