Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: fut_trade who wrote (68)	12/18/1997 10:04:00 PM
From: George A. Dubrowski	Read Replies (1) of 955

Howdy Peter: I simply can't fathom why today's price action is viewed as a buying opportunity by yourself. DPMI warned of decreasing revenue, the asian flu, a causal factor. MASK, a commodity photomask maker cited decreasing demand the other day. PLAB, the most profitable photomask producer has been resorting to creative, perfectly acceptable by current accounting standards, reporting to hit its numbers. I'm really interested in understanding your long view. I'm a holder in all three companies. Reagard, gad

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