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Technology Stocks : Dupont Photomasks (DPMI)

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To: Katherine Derbyshire who wrote (710)11/6/1998 9:29:00 AM
From: dlc  Read Replies (1) of 955
 
>>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.<<

Are you saying that ignoring performance, and investing on the basis of market share and past performance isn't dangerously simplistic? You have to invest based on the data available. I'll read your AMAT postings and then perhaps I will understand your point better. Why do you think DPMI got downgraded?
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