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

To: shane forbes who wrote (178)	2/23/1998 12:41:00 PM
From: Duane L. Olson	Respond to of 955

Wiz, Whoops! Did I say 12 plants?... typo, typo FACT: Nine (9) production plants by DPMI..sorry (I like FACTS..easier to deal with). That currency hit was significant..but you can understand it when they were taking their payment in allegedly "Equivalent" currencies.. But it is a one time thing.. they won't accept unhedged sales going forward, if my understanding is correct. So: major point is...DPMI is on a much stronger earnings trend than the reported numbers would indicate.. Take out the one-time factors, and DPMI is already on the UPTREND supporting a cyclical growth industry that has not yet come off the bottom (has it?) Those BTB number you have indicate that we are looking at Valley for the industry, while the unsullied earnings numbers from DPMI say "What Valley?"...so what should we look for out of DPMI when the Industry starts up??...(Hint: TSO does not believe the answer is "DOWN")... There are no "sure things" out there... DPMI, imho, is pretty close!! TSO