Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: John Bloxom who wrote (91)	1/26/1998 8:02:00 PM
From: jeffbas	Read Replies (1) of 955

Well I bought at the end of the day today, a 1/3 position. I will buy another 1/3 at about 21, and a last amount at about 16. At a price/sales ratio of 1.5, price/book of 1.7, and p/e of 12, in an industry leader with the financial backing of Dupont, I may and hope I will be wrong in the short run (so I can get more), but I think it highly unlikely that this strategy will be wrong in the intermediate to longer term. Even if the best the company can do in the next up cycle is half this year's high, that would be 70% from $21. Also the three valuation ratios mentioned are 2/3 of PLAB, and PLAB has $100 million debt, while DPMI has zero. Anyone see anything wrong with this analysis/strategy?

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