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Technology Stocks : Dupont Photomasks (DPMI)
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To: Volsi Mimir who wrote (251)2/27/1998 4:20:00 PM
From: jeffbas  Read Replies (1) of 955
 
My opinion is you don't play PLAB. It carries a higher valuation than DPMI on all yardsticks, largely because is has less foreign exposure and therefore a better recent track record. However, going forward for more than the short term, DPMI should have the better record since it has a significant edge at the leading edge.
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