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Technology Stocks : Dupont Photomasks (DPMI)

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To: D. K. G. who wrote (635)5/27/1998 11:10:00 PM
From: jeffbas  Read Replies (1) of 955
 
Amazing that a $31 million facility can be run by only 30 people!

Note my recent comments on MASK and DPMI on General Lithography thread, and on ETEC on that thread (both on SI and Yahoo). I am less positive on ETEC after listening to 1 1/2 hour conf call. Anyone interested in the stock should listen. I have decided to make DPMI a core long-term holding, which means I won't trade it unless it gets ludicrously overpriced. I do not have a problem with a P/E of 20-25
on current earnings.
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