Dupont Photomasks (DPMI) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dlc who wrote (711)	11/6/1998 11:07:00 AM
From: Katherine Derbyshire	Read Replies (2) of 955

>> Are you saying that ignoring performance, and investing on the basis of market share and past performance isn't dangerously simplistic? << No. I am merely suggesting that your argument in favor of MASK is incomplete. Analysts are often wrong, so an analyst downgrade of DPMI is not in and of itself sufficient reason to dump the stock. If a company's past earnings are pitiful, it can achieve "record results" fairly easily. Record results are therefore not sufficient reason in and of themselves to make a large bet on MASK. >>You have to invest based on the data available.<< Yes. ALL of the data available. Including market share, including performance history, and also including current earnings and future prospects. Your original post did not seem to reflect the kind of thorough analysis you now seem to be recommending. Disclaimer: I don't actually have, or plan to take, a position in any of the photomask companies. I therefore don't follow any of them closely enough to make specific stock recommendations. Katherine

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next