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Technology Stocks : Dupont Photomasks (DPMI)

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To: dlc who wrote (704)11/4/1998 2:03:00 PM
From: Duane L. Olson  Read Replies (1) of 955
 
Well, I am favorably inclined towards MASK and PLAB as well DPMI, but would consider DPMI the premier member of the photomask world. A bit of "regrouping' here by DPMI (or any of the others) would appear reasonable...DPMI had a run that doubled it from the low, and at 30 it is up 67% for the investor that snatched it up less than 4 weeks ago at 18 (needless to say, I didn't quite do the 18 trick, though I did get some close to 19).. What attracts me are the prospects 18 months to 5 years downstream, for the whole industry --- so I add things like CYMI, ETEC, GSNX, RMBS, etc to the holdings to cover the field But DPMI is a reasonable/attractive holding... good luck.
TSO
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