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Technology Stocks : Dupont Photomasks (DPMI)

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To: shane forbes who wrote (210)2/27/1998 12:14:00 PM
From: jeffbas  Read Replies (1) of 955
 
Shane, my interest now is not the current discussion about whether or not the stock drops 3 points or 8 points on profittaking. My favorite investment is a strategic long term investment where I can see the possibility of 5 to 10 time on the price I paid over a number of years. If I am confident I have one, then short term moves of a few points are immaterial to me, except as they may present further buying opportunity.

Do you have a general view as to whether or not DPMI can be looked at as such an investment? I gather you think the latest announcement is of much more than just academic interest? (Can you think of any other companies that AT THE CURRENT PRICE could be considered as that kind of investment?)
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