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

To: Duane L. Olson who wrote (828)	4/18/1999 4:14:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 955

I still like MASK, actually. I think that a PE of 10 can't last. I also like CYMI and ETEC, as we discussed. I really like ZIGO as well. And COHU just blew out earnings. I have been a long fan of VECO, and like them at this price, but apparently they pissed off IBM who accounted for 17% of their business in 1998, so I have been reluctant to buy and hold just yet, but the price is awfully tempting and I think that the IBM situation is factored in. How's that for a few ideas? Carl