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

To: Katherine Derbyshire who wrote (388)	3/18/1998 11:10:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 955

Katherine, you seem technically very knowledgeable. Do you (or anyone) have an opinion on the relative merits of DPMI and PLAB from a technology point of view, and from an investment point of view? (I have always thought highly of the DuPont relationship.) Also do you have a view on the merits of ETEC and CYMI versus those two? I think it really takes a technology expert to assess who is the best positioned and then you have to have an investment expert to help determine whether you can get the best-positioned company at a price that makes sense versus the ones which are less well off.