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

To: Duane L. Olson who wrote (353)	3/13/1998 11:33:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 955

Duane, if you recall I sort of guessed at the possibility that the $38+ gap on the UT news might be closed. It was, but I was asleep at the switch with no order in. I still subscribe to my saucer formation theory (ignoring the Asian inspired plunge to $25). If I am right, the right side of the saucer looks to have another month or so at around $40 to go. The info on the price increase as the feature size gets smaller is very interesting. DPMI's percentage of the number of masks produced will likely increase as feature size gets smaller because of its technology position, further compounded by this price leverage! But note, I read somewhere that IBM thinks Xray will be cheaper as we get smaller, perhaps because of the kinds of figures quoted. Be that as it may, I am still not inclined to pay up for DPMI. I would like to see the next quarter's results, which have probably the best chance of any to disappoint. Do you have an opinion of CYMI vs. DPMI at current prices. Note, CYMI already said not to expect a good quarter.