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: mozek who wrote (221)	2/26/1998 1:04:00 PM
From: Duane L. Olson	Respond to of 955

Mike, probably a good move...establish a little "tracking" position, since the first leg of this move is under the belt...but we will likely be discussing much more in coming months.. Part of the problem was my fault, Mike... while you were over in Europe, I was moving big time into DPMI thinking it was one YOU had given me along with VECO (ANOTHER of your super picks)...so of course I didn't emphasize it to you until you got back and I thanked you for getting me in (!) So we were discussing after I was into my third "BUY"...Sorry about that... anyway...GREAT company! and I don't think it is overvalued at any price under about $65 here. And the publicity could move the "normal" PE up quite a bit... looks like DPMI is so far ahead in photomask technology that they essentially "own" the niche... (The INTC of Photomasks...or the MSFT of Photomasks? <g>)...Hope we have more of a nice run... And check out GSNX, while you're at it Mike.. for reason SIMILAR to the DPMI story (on a lesser scale, of course)...Cheers! Duane

To: mozek who wrote (221)	2/27/1998 1:15:00 PM
From: Duane L. Olson	Respond to of 955

Mike, DPMI is holding up better here than predicted... folks were looking for pull back to 40/41..it went to 44 1/2 and rebounded, at least for now. //OT// The LTXX call is looking solid to here..up 12% in two days. So perhaps no flash in the pan. Am not looking to buy more as I set up a few thousand going in..but otherwise see this action as confirming. Here's that earnings report on 18% sales jump: biz.yahoo.com Stand by for more! We hope <gg>