Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: John Bloxom who wrote (75)	1/25/1998 1:53:00 PM
From: kinkblot	Read Replies (2) of 955

John, I have followed this stock since the IPO and agree that the current risk/reward is quite favorable. If DPMI is best positioned for migration to sub-.25 micron linewidths, revenues and earnings will eventually resume a long-term uptrend. In his earnings release comments, CEO Hardinger stated "The fundamentals of photomask demand are unchanged, as evidenced by the fact that our leading-edge business continues to grow at a brisk pace...''. Despite tough conditions, the company is implementing its strategy of positioning facilities in every key region of the world for semiconductor manufacturing. In the Asian region Taiwan is probably one of the best places to locate and UMC is an excellent partner. I don't have any quarrel with this stategy. After the earnings release, DPMI stock dropped from 27.5 to 26.125 on volume of about 200K shares, but has subsequently moved sideways on high volume of about 1M shares (about 23% of float). The fact that it has been able to stabilize on such high turnover is at least an improvement over the previous trend. Partly on that basis, I made an initial purchase of shares on Friday. Will

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