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

To: FJB who wrote (736)	11/16/1998 10:38:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

Rob...super post! Katherine's recentpoints --several of them-- are covered neatly in this most useful article. I was interested to see that my quote of $14,000 for a .25U mask has now moved up to $15,000..in a couple of months. I was also pleased to see the confirmation that PLAB and DPMI have been identified as having bought up those captive mask shops -- a point of interest to me in an earlier post. I don't recall your focus of highest interest, Rob... I like DPMI and PLAB as core holdings, but find things to appreciate in MASK as well.. And I find myself thinking that perhaps I should be adding a large component of ETEC. I do hold CYMI, which I expect to benefit, and have positions in several of the semis...including VTSS, and VLSI , mentioned in your post. Thank you much finding that highly interesting post... Hope we can chat again when I get back from Gresham, OR.. Cheers! TSO