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Technology Stocks : Dupont Photomasks (DPMI)
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To: dlc who wrote (709)11/6/1998 8:40:00 AM
From: Katherine Derbyshire  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. <<

Absolutely. I've spent the last several months making exactly that argument over on the AMAT board. My point was simply that to use either analyst ratings or current quarter earnings as the primary measure of corporate success is dangerously simplistic.

But hey, it's your money.

Katherine
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