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Technology Stocks : Dupont Photomasks (DPMI)

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To: JMD who wrote (355)3/14/1998 12:12:00 AM
From: Duane L. Olson  Read Replies (1) of 955
 
Hey, MIke, how could we ever give you tooo much credit?...Your contributions in a multitude of sites makes me wonder how you keep up with it all... but we appreciate..
Now..why would I do the VTSS instead of a doublepump on CYMI?...Because I already have the CYMI for one thing :-)...and looking to pick up more.. But also because VTSS has an unbeatable niche, practically a mini-monopoly, while CYMI has to actually (gasp!) compete!... OK, so it has something like 80 percent of the market once we get to the KrF and beyond eximer lasers, but that leaves SOME competition out there...
Hard to give up on LU, at any cap, with all they have coming down the pike... I was thinking of switching some QWST money into LU, as a matter of fact... hard to say.. but I DO like VTSS, and DPMI and, yes, CYMI <g>,,
now where did I put those weird sticks and those little white balls?... TSO
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