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Technology Stocks : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (118)	2/13/1998 6:53:00 PM
From: DJ Clancey	Respond to of 955

Was following this one since last year. Missed last run-up. Don't want to miss this one. Got in the other day at 38 and glad I did. All info I have read shows DPMI as a leader in their industry... a great place to be even in uncertain times. Considering the distance this stock fell, and since the fundamentals haven't changed, the upside potential is great. With a little volume, this should really start to run.

To: Elroy Jetson who wrote (118)	2/14/1998 7:56:00 AM
From: John Bloxom	Read Replies (1) \| Respond to of 955

DPMI is a terrific issue, IMO. Real performance is still 24+ months away. Not unlike CYMI. Both companies seem to have a tollgate on the information superhighway. Everybody's got to cough up a couple of quarters to get through. Regards, John

To: Elroy Jetson who wrote (118)	2/21/1998 11:53:00 PM
From: Duane L. Olson	Respond to of 955

Elroy, Did you see the Report on the EXCEPTIONAL SALES GROWTH by DPMI and the Photomask industry during the recent chip downturn...in INFRASTRUCTURE Newsletter: Extract: Another sector reviewed in the newsletter is the integrated circuit photomask industry. Carl Johnson noted, ''The photomask industry has been growing at better than 20 percent per year and was one of the strongest segments during the '96 downturn.'' Specific discussion centers around two of the leading suppliers in that business, namely: Photronics, Inc., (Nasdaq:PLAB - news) and DuPont Photomask, Inc., (Nasdaq:DPMI - news). ... Photomasks companies have been GROWTH companies, supporting the cyclical growth industry.. and DPMI, IMHO, is the premier player... BTW...do you think the Thread is picking up pace a bit?.. We are starting to get a pretty good discussion of the FACTS going, IMHO..and that helps assess future prospects better.... Any thoughts? Duane