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Technology Stocks : Dupont Photomasks (DPMI)
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To: Duane L. Olson who wrote (523)4/13/1998 10:59:00 PM
From: JMD  Read Replies (2) of 955
 
******off topic********
TSO, fairways and greens--happy vacation! If DPMI is tied to the semis, then you can take it to the bank that RMBS is tied to INTC, or at least for the past few months: they're moving in lockstep! Can't post those fancy charts that you TA guys do, but know you can get there.
We'll worry about this when you get back, but I thought Gilder was on the record saying that SiGe will "bury" GaAs, or have I got my chemical compounds mixed up? Then, you'll have to convince me that HP is out of the medical instrument business before I'll buy that CTEC has a "lock" on it. Man, you do have a pugnacious attitude--let the big boys be damned, here comes TSO! :)
Just promise me that you'll relate what the game is like--wouldn't know a wedge from a driver for all they've been taken out of the garage. Regards, Mike
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