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

To: jeffbas who wrote (179)	2/23/1998 1:08:00 PM
From: Duane L. Olson	Respond to of 955

J-- Actually, I don't focus quarter to quarter if I can help it.. and I prefer FACTS to guesses... But, FWIW, I expect to see about 52 cents in the March quarter, given the industry BTB ratios being under 1.0. WHICH, BTW, I consider a POSITIVE for DPMI.. if it can maintain flat to positive EARNINGS supporting a cyclical growth industry, which is itself in a trough, then I would be willing to pay up to own that company "Ahead of the Really Good News"...Next year I expect to see something around $2.65, an increase of about 21%...and moving up from there.. Those who have assessed DPMI's prospects posively picked up DPMI around 26 in January, for a 50% gain into February, it appears. And IMHO, it would be reasonable to consider buying on dips until DPMI gets over-valued....which I don't see near term...But all that is OPINION...useful only to the extent it is opinion based in fact... As for insider selling...DPMI is a fairly recent spinoff from Dupont... quite a number of DPMI folks have a fair chunk of their wealth in DPMI...I expect to see ongoing selling for quite some time..that's the way a number of DPMI execs get "paid".. If it stays as small as we have seen....I'll ignore it..I see no significance in it... And haven't seen any professional assessments elsewhere that would cause me to rethink... Duane