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


To: DJ Clancey who wrote (189)2/25/1998 4:00:00 PM
From: Duane L. Olson  Respond to of 955
 
Right, DJ, fixed costs are a hazard in the industry :-). Fortunately for DPMI, their product tends not to fluctuate near as much as the chips... so the margins can stay in place quite a bit better.
Looks like DPMI is performing somewhat ahead of the more optimistic views on the Thread.. for now, anyway. I have been buying at 26, 32, 39... as the picture continued to look better than the market valuations.. how about you?