Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (618)	5/16/1998 3:46:00 PM
From: jeffbas	Read Replies (1) of 955

Duane, I am sorry I did not sell at $57 - and I considered it. I should learn to follow my hunches (that that 10 point rise one day was too fast and sure to lead to trouble). Nevertheless, I still believe that DPMI is one of the very best semiconductor industry related companies you could invest in, probably even more immune to the industry cycle than Intel or any other producer, and deserving of a premium P/E. If a market correction and the offering knock it down under $40 again, I will not like the decline in my net worth from $58 but I will be ready to buy this time. I still think this could be a $100 stock in the next upcycle for the industry.

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