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

To: dlc who wrote (706)	11/5/1998 6:13:00 PM
From: Duane L. Olson	Respond to of 955

Hmmm Let's see if I have this straight....you have all the info you need to make a decision, just by reading the latest analyst's rating change, but you still need to come to the SI? What for? If you need a forum to advise the masses of the wonders of MASK (alone), why have a discussion? and especially on the DPMI thread???.. But if you are looking for an audience rather than a discussion....please count me out.. Good luck TSO

To: dlc who wrote (706)	11/5/1998 6:31:00 PM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 955

There isn't enough information there to judge. Let's say, hypothetically, that Company A has 40% market share, and growing, but the pace of expansion has slowed due to macroeconomic conditions. An analyst therefore downgrades the company from Strong Buy to Accumulate. Company B likewise has 40% market share. It has so far failed to recoup large investments in technology, again due to macroeconomic conditions. Company C, with 20% market share, earned .04 last quarter. This is a record result, because the last few quarters had been .02-.03, but still represents a significantly lower profit margin than realized by either Company A or Company B. Now which company is performing best? Disclaimer: Company A, B, and C do not exist. Any resemblance to DPMI, PLAB, or MASK is purely coincidental. Katherine