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

To: JMD who wrote (508)	4/8/1998 4:58:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

Mike, It's a tough call.. If you want to live comfortably through retirement, I'd pick up, OH, say 100,000 shares of each :-) The RMBS story becomes a virtual certainty with Matsushita (Panasonic) falling into line in March. biz.yahoo.com Eight of the ten top semi-companies are now committed to RMBS technology by 1999. I would certainly want to make sure I owned some before this year is out.. But I am of the belief (hope) that I can still pick up some a bit later in the year. It is equally difficult for me to see how DPMI can be anything but a winner. Today, near the close, with the last trade at 40 3/4, and the asked at 41, I had a bid for 300 shares at 40 7/8 sit there through the close and well after closing (I may have gotten them later on the Pacific).. To me the photomask industry is the one real "shoo in" to make good money going into the next 5 years.. And I'm getting DPMI first...and as it pulls back (today)... but I may stop short of the recommended 100,000 shares.. <vbg> Conclusion.. Two winners...buy both. TSo