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

To: jeffbas who wrote (564)	5/5/1998 1:09:00 AM
From: Duane L. Olson	Respond to of 955

Jeffrey... Good thoughts...and ETEC is definitely on my list as well. They almost do not have competition. Your point about earnings stability is well taken.. In the current quarter, for example, DPMI, despite a large hit from currency conversion problems (Korea) was able to come in at $.50/share. Nice support under the stock price when they can do that. It is always nice, as well, (and I am sure you were referring to this also)... DPMI is not affected when an oversupply of chips causes margin problems, just as MSFT doesn't worry about falling chip prices for PCs -- they get 60 bucks out of every machine sold for W95, even if P-IIs go to a hundred bucks. I like that certainty in a stock. TSO