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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (354)3/13/1998 11:06:00 PM
From: JMD  Read Replies (2) of 955
 
tso, you do me too much credit! (blush). Here's where some hard nosed analysis would be mucho helpful to moi. I'm kind of leaning to CYMI as a "double-pump" on DPMI if you catch my drift. So, saint, tell us all why you would do the VTSS play over the CYMI play at this juncture? Lucent has been a nice ride to be sure, but I'm likely to trade out into one of the little guys just cuz it's easier to move from a $1B cap to a $50B cap (okay, that might be a touch optimistic), but you get the drift I know!
****ot*******number one son and primo golfing partner coming home for spring break Monday, so if you don't respond soon, I will be lost on the fairways of San Francisco: serious guilt for you :)
fairways and greens, Mike Doyle
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