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Technology Stocks : Dupont Photomasks (DPMI)
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To: Duane L. Olson who wrote (821)4/17/1999 1:00:00 PM
From: Carl R.  Read Replies (1) of 955
 
You can if you like, but I'm not here to tout them. I still am in AXC because I think they are going to IPO a subsidiary, TV-on-the-WEB in the next several weeks. I still have PROG but have some mixed feelings about it. I reduced my position substantially on the last run up. As for VECO, I like it very much but have been forced to take a hit and run approach to it lately.

What is your timetable for a substantial pick up in the mask sector? How fast do you think these companies will grow going forwards?

Thanks in advance,

Carl
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