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: shane forbes who wrote (238)	2/27/1998 1:38:00 PM
From: Duane L. Olson	Read Replies (3) \| Respond to of 955

Wiz, now we just have to figure out at which point it gets excessive!! DPMI was over 70..and now the news is better...PE still at 20 on depressed results...Not Excessive says TSO <g> //OT// That little LTXX is running...up 12% in two days.. I'm loaded for bear, but it could be a quad from here, imho. They have EARNINGS.. whcih, I understand, is good, no? Thoughts? biz.yahoo.com TSO

To: shane forbes who wrote (238)	2/27/1998 1:48:00 PM
From: Duane L. Olson	Read Replies (2) \| Respond to of 955

Wizard, I am on this kick of trying to identify which companies are going to benefit from the fact that chips are going to get MUCH more complex.. So I end up with companies like: The people who build the equipment: AMAT, NVLS, etc. The folks who make the photomasks DPMI The folks who make specific test instruments VECO But especially SOC test instr.. LXX And more cleaning steps, so GSNX I figure, by picking these companies, I don't have to pick the winners among LSI, VLSI, MU, TXN, LSCC, etc, etc...the actual producers... MY list wins if ANYBODY makes the chips.. Being nice and simplistic, this fits the TSO approach to investing... but so far, it is working anyway! <g> Comments? Additions to the list? TSO