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Technology Stocks : Dupont Photomasks (DPMI)
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To: JMD who wrote (512)4/9/1998 12:49:00 AM
From: jeffbas  Read Replies (1) of 955
 
Mike, would you please give your rationale for overweighting RMBS or underweighting DPMI? Do you have any opinion on CIEN versus the other two? With RMBS statement that the next two quarters will be no better that the $.06 recently reported, I would think that the stock would not hold up in any more sustained pullback.
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