SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dupont Photomasks (DPMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Katherine Derbyshire who wrote (708)11/6/1998 12:31:00 AM
From: dlc  Read Replies (1) of 955
 
Katherine, my premise is that market share changes and you have to look at who is improving their performance and whos performance is degrading. At this moment, MASK is moving in the right direction while DPMI and PLAB seem to be having problems. Is this a bit simplistic? Yes, but stock investing is partly driven by which companies are on the upswing. Putting money into stocks of companies simply because they have a large market share is, in my opinion, a losing stategy. GM may be the classic example. The semiconductor business changes fast. I know, I used to be a process engineer for Intel. Customers are not interested in market share, they want companies to deliver performance. At the moment MASK seems to be doing the best job. Sure this can change, and when it does I would sell MASK and buy the best company in the group. Right now MASK is the best company in the group, in my opinion.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News