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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (10904)	1/8/2000 4:52:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Semi Equip Stock of the Month This stock in the sector has the best risk/reward of any in the group currently for price appreciation over the next six months. I am talking about DuPont Photomasks (DPMI) at any price in the low 40s. It had an earnings warning and they blew out the stock from around $70 to the low $40s currently. So the risk has been reduced. BUT historically the mask companies do not perform until well into the cycle and this one is the leader in the group. It is not "if" but a matter of "when" for this company IMO. I see 50% upside from here for the patient investor.