Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: D. K. G. who wrote (695)	10/22/1998 4:26:00 PM
From: dlc	Respond to of 955

I listened to the conference call today and I am amazed the stock moved up. They were pretty negative on sales and earnings for at least the next two quarters. They are doing everything they can to cut expenses and hunker down until things get better for their customers, particularly in Korea and Taiwan. They had no idea when things were going to improve for their Asian customers. The stock should have moved down 3 points not up 3 points. Go figure. MASK is selling for about half the PE of DPMI with no Asian exposure with new leading edge ETEC machines coming on line now. Everyone is missing the boat on MASK. It has the same capability as DPMI and PLAB for half the price. The analysts are either blind or very nearsighted.