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: Duane L. Olson who wrote (833)	5/11/1999 11:29:00 PM
From: Carl R.	Read Replies (1) of 955

I bailed out of ZIGO when their sales didn't reflect any gain from IBM, though down around 9 it is starting to look attractive. As for VECO, I'm more positive than I was since they apparently still have some IBM business, so I'm long VECO. I am still long MASK as well. COHU is stagnant for now, but should be OK. As for ETEC, the move to 30 caught me by surprise, and frankly I think it is ahead of itself. I still like the company long term, but until the mask players like DPMI and PLAB start reflecting a lack of capacity I am less than enthralled with ETEC at these prices. If you are interested in front end, AMAT is hot, but I prefer NVLS. Carl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next