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

To: Tech Master who wrote (198)	2/25/1998 5:27:00 PM
From: Duane L. Olson	Respond to of 955

T-M- You must have dumped a bunch...it pulled back pretty swiftly from the peak! :-).. Would concur that a portion of this move is artificial..the news blurb about the extended DUV capability.. However, my reason for buying in was my belief that a lot of folks are MISREADING the SE Asian situation and it's impact on companies like DPMI... DPMI's results were actually UP before factoring the (unhedged) currency losses. And the SE Asian companies are going to attempt to pump out all the chips they can...using DPMI's masks, of course. DPMI may have been overvalued above 70, but my own valuation right here is 58, with 65 as a high for the year. So a price of 44/45 doesn't bother me a lot.. Hope you make out well on your trades..and we'll look for your repurchase point...possibly as a signal to buy more ourselves! Duane