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

To: Tulvio Durand who wrote (477)	4/1/1998 4:03:00 PM
From: Duane L. Olson	Read Replies (2) \| Respond to of 955

Tulvio.. I own both DPMI and CYMI, and consider DPMI slightly the better investment... and my investment in DPMI is quite a bit larger for that reason. I like DPMI because photomask products MUST be used regardless of the speed at which technology changes.. CYMI's sales are more "lumpy" -- that is, their sales are very high when the semi-conductor industry is moving to new levels of technology...but the sales pace COULD fall off if the semi makers slow down new fab construction, or move more slowly to the next levels of technology. Just MHO, of course.. TSO