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Technology Stocks : Dupont Photomasks (DPMI)
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To: DJ Clancey who wrote (135)2/17/1998 5:25:00 AM
From: shane forbes  Read Replies (1) of 955
 
I did not bring up the 30 P/E issue. Jeffrey did. DPMI is involved in a cyclical growth industry not nec. a growth industry per se. Yet they should do well and perhaps a premium to the overall growth rate is justified. Whether it's 30 or 35 or 25 or 50 I don't know. I have not checked the financials and growth rates.
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