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

To: Duane L. Olson who wrote (521)4/13/1998 1:21:00 AM
From: JMD  Read Replies (1) | Respond to of 955
 
TSO, very comfortable with DPMI here though suspect it will be a little 'sleepy' with a guilt-by-association link to the semi sector. The analogy to TXN trying to fight off its DRAM image, notwithstanding DSP seems appropriate to me. RMBS is still a story stock and not polluted with the dreaded D* or S* connotation, so maybe less of a weight to pull. But higher risk to be sure.

****off topic****
thanking you kindly, a pleasant Easter indeed thanks to one of the most splendid Master's tournaments in memory. Golf at that level is just a privilege to experience. Now if only the San Francisco area would stop trying for the Noah's Ark award, maybe I could try the game myself! Regards, Mike



To: Duane L. Olson who wrote (521)4/13/1998 9:46:00 PM
From: LemurHouse  Read Replies (2) | Respond to of 955
 
Duane, thanks for posting this article. Helped me to understand the push for "system on a chip" -- putting memory with the processor. I'd not read Gilder before -- is he a regular contributor to Forbes?


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