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


To: Neville Doherty who wrote (806)3/12/1999 12:27:00 AM
From: Barry  Respond to of 955
 
Are my eyes deceiving me, or is DPMI really borrowing a cool 100MILLION from papa DuPont @ 0.25% interest for TWO YEARS, followed by a hike to LIBOR + 0.25% in the third year!!!???

Gosh, makes me wish I was a spin-off from EU...whatever...DuPont! doesn't this redefine HANDOUT?

barry



To: Neville Doherty who wrote (806)3/12/1999 12:33:00 AM
From: Duane L. Olson  Read Replies (2) | Respond to of 955
 
Hi! PLAB, MASK, and DPMI are all good candidates, I concur. The PLAB chart appears particularly attractive to me right here:
beta.iqc.com
Do you have a time frame for a larger commitment to any of the above?
(I'm looking at a mid-year, "pre-summer-rally" point around June 7th to move heavily into the photolithography candidates)..
tso



To: Neville Doherty who wrote (806)3/13/1999 1:31:00 PM
From: Joe Dancy  Respond to of 955
 
Hi Neville. We did an interview with the CEO of AlignRite about the mask industry, trends, his company, and valuations versus DPMI and PLAB. FWIW the audio interview is at audioinvestor.com