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

To: jeffbas who wrote (485)	4/1/1998 6:07:00 PM
From: Duane L. Olson	Respond to of 955

Jefffrey...no..I continue to own TER, and VECO and I still expect an excellent result out of LTXX within the next two years as originally anticipated...To review, am expecting results for the quarter ending in April to be double the previous quarter, and I expect earnings in the coming year to jump by 150% giving us a PE of 11 on earnings a year out... That was the basis for my original buy, and remains the basis for holding.. Out of curiosity, J-- How much LTXX do you hold?? This is the third time you have inquired about LTXX, so I must presume you have a high interest. And, if I may inquire, what would be your recommendation regarding TER, VECO, and LTXX, the three test equipment members of the previous "Hot LIST"? Would you advise dumping the LTXX to concentrate more resources in TER and VECO? Or do you think the fact that Ltxx is on an April quarter might bring them in a little behind the crowd this time... Your advice appreciated.. TSO