Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Viapiano who wrote (172)	2/23/1998 11:39:00 AM
From: Duane L. Olson	Respond to of 955

OK, Paul.. I did a small amount of Due Dilligence before I bought my first "bargain" shares.. And did quite a bit more research before setting in a fairly large position in mid - Jan. And everything I see tells me the story is even better than I thought...especially going forward. So I am still buying. I haven't done any extensive comparison with PLAB, so would appreciate any thoughts on the comparison.. Surely these two are the leaders in an ever more concentrated industry, wouldn't you agree? TSO

To: Paul Viapiano who wrote (172)	2/23/1998 11:54:00 AM
From: Duane L. Olson	Respond to of 955

Paul, While DJ and I were having that discussion about increasing Mask demand...which IMHO puts DPMI in the catbird seat... I see that The Wizard was taking his first cut at the same issue and came to the same conclusions...in his typically logically laid out track.. exchange2000.com So part of the answer to DPMI's exceptional prospects, wouldn't you agree, is based in just those factors....the sharply increased projected demand combined with increasing chip complexity... Thoughts? TSO