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Technology Stocks : Dupont Photomasks (DPMI)
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To: Amir Desai who wrote (47)8/5/1997 6:32:00 AM
From: BillyG   of 955
 
I've also traded it, but I'm out of it now. I think that it's still a buy, but I am bothered by its performance relative to PLAB, which is in the same market. I don't know of any reason for the recent discrepancy in stock prices between the two, other than the recent earnings announcement. Does anyone here have any insight?

In the last earnings announcement, revenues were good but costs were not controlled/predicted very well. I suspect that these costs are being put under control. In addition, the costs were (supposedly) related to greater than expected costs in building new production capacity. Revenues should increase as the new capacity is brought online. If the numbers are good next quarter, then I expect the stock price to shoot up. It's probably a better buy than PLAB unless there is something going on that we don't know about . . . Just my opinion.

Chart DPMI and PLAB on the same graph using SI's charting program.
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