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

To: Duane L. Olson who wrote (149)	2/21/1998 3:52:00 PM
From: shane forbes	Read Replies (4) \| Respond to of 955

TSO: I see your point. While other semi-equips saw a drastic drop in orders DPMI did not see revenue growth go -ve at any point. Is that right? Also if you factor out the US dollar strength they look even better (but that would be cheating...). Like I mentioned to someone else, I have not done any DD on this stock. However it seems to me that DPMI is a prime beneficiary of the move to 0.25 which unlike the 300mm move is moving, in fact accelerating, forward very well. Bodes well for the long term since the fine line widths point that they stress in their reports is an unquestionable trend. Did you by any chance see a report on DPMI about how they will be impacted by differing moves to next generation lithography tools? I thought it was in Electronic News but I just can't seem to locate it. Driving me nuts! That was a nice article.

To: Duane L. Olson who wrote (149)	2/21/1998 3:57:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 955

With rounding I believe the last 6 quarters' sales are: $64M, 64, 63, 70, 69, 67, and maybe 65 for the current one which will be the first one with the full impact of the Asian situation. If you want to call that a record of sales growth characteristic of a growth company deserving of a high P/E, be my guest. I called it flat sequential sales characteristic of a slower period for a cyclical growth company. (I wanted to be charitable, and not look only at the declining sales of the last two reported quarters.) I would also add that the 2 insiders reported this weekend on Insider Trader as recently selling 8,700 shares at 37.93 apparently agree with me!