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To: Clint E. who wrote (15734)4/28/1998 7:24:00 PM
From: fedhead  Respond to of 68213
 
Hi

Whats your opinion of the mask makers DPMI, PLAB? Am long DPMI at 47 and 49. Went short AMAT at 37 1/4. I think the situation in Japan is a lot worse than is bieng let on and is not factored in AMAT's current prices. What do you think of CIEN ? A possible earnings play.

Anindo



To: Clint E. who wrote (15734)4/28/1998 11:23:00 PM
From: Dee Lee  Respond to of 68213
 
yep, it doesn't look good to me.

> I almost signed my real name! I am not used to talking to you on SI!

Oh, I thought you want me to post it here. Email me next time.