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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (945)2/28/2000 11:29:00 PM
From: Andrew Vance  Read Replies (1) of 955
 
I like DPMI but I am effectively on the sidelines myself, with hardly any shares to be proud off. You might find BTUI worth researching but you must allow for it to fall back a bit. I say this because the CNBC piece last week had investors scrambling to this "last undervalued" equipment stock. This caused the $8.50 pop tp $13, but it should have been trading at $11 anyway. So, as much as I would like to say BTUI is a deal here at these levels, I think $2 worth of hype has been factored into the stock in the short term.

Today's activity suggests the street is still influencing the stock. It is hard to be real bullisah on a company that has had an artificial influence placed on it. It was one of those things that at $8.50 to $10.50 we felt comfortable.

BTW - I think I had the same problem with LTXX awhile back and look what happened to it<GGG>.

AV
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