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

To: JMD who wrote (512)4/8/1998 5:42:00 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 955
 
Mike, looks like a good choice... I will email the folks there to take the necessry funds out of one of the existing accounts :-)
OK, you overweight RMBS, and I will overweight DPMI here.. And just to make it interesting, half of one of my Swiss acccounts against half of one of your Swiss accounts on the results over the next year...we on? TSO



To: JMD who wrote (512)4/9/1998 12:49:00 AM
From: jeffbas  Read Replies (1) | Respond to of 955
 
Mike, would you please give your rationale for overweighting RMBS or underweighting DPMI? Do you have any opinion on CIEN versus the other two? With RMBS statement that the next two quarters will be no better that the $.06 recently reported, I would think that the stock would not hold up in any more sustained pullback.


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