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Technology Stocks : Dupont Photomasks (DPMI)

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To: jeffbas who wrote (133)2/16/1998 12:30:00 PM
From: shane forbes  Read Replies (2) of 955
 
RE: but that brand new complex chip designs leads to net overall
growth in the market?


Precisely!

I'm still looking for that article I referred to earlier. That plus a mention of DPMI by Duane Olson piqued my interest in the company.

About the P/E of 30, I actually don't own the shares and have not evaluated the company, so I cannot say. On first glance, I will agree with you, that 30 does look high, doesn't it?

[Come to the think of it the System-on-a-chip market (in terms of revenue) is expected to grow at 30% a year. Maybe guys like DPMI would grow faster than this in this upper section of the market. Of course other sectors that DPMI is involved in (if any! Like I said I do not know all of DPMI's business segments) may drag down the overall growth rate. Then again if revenues come close to 30% CAGR DPMI's earnings will zoom!!! I'll check back later. Just something to think about.]

I'll keep looking for the article or more info.

Darn this is getting more and more interesting. (thanks to Duane for bringing DPMI to my attention!)
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