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Technology Stocks : Dupont Photomasks (DPMI)
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To: Tim Mak who wrote (310)3/3/1998 9:14:00 AM
From: JMD  Read Replies (1) of 955
 
Tim, great post: thank you. Could you or someone please clarify DPMI's CURRENT SEA exposure? I have not been able to lay my hands on the information, and am trying to speed up my due diligence. My trigger finger is getting itchy <40 and my fond hopes are that a) DPMI is not currently dependent on SEA for revenues to any significant degree and b) that Mr. Market thinks otherwise, and is now blindly punishing DPMI along with all other semi equips creating a lovely entry point! Hey, I can dream can't I? TIA, Mike Doyle
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