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

To: Carl R. who wrote (834)	5/12/1999 11:00:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

DPMI came in nice for the March quarter..well ahead of analysts' expectations; and the gains should continue in the June quarter. I still like the stock, and will be back in before June gets reported. I concur with your assessment of COHU -- I'd be looking for as much as $60 on the stock by this time next year. As for ZIGO, after that very negative earnings report, wouldn't you guess that folks will be waiting for a quarter or two before jumping back in? VECO, the company, still looks good, bu t the stock is not playing with some others, so I've delayed getting back in. Am playing some of the small caps that were beaten down -- LTXX, even CTEC as of Tues. Doesn't it look like the small/mid caps are finally going to have their day? (I have a sock-full of small/mid cap mutual funds, BARAX, FUSMX, as well as most of the Van Wagoner funds). Am not sure if the big caps are finished yet for this bull market, overall, but am thinking that small caps will outperform for the next couple of years... Would you concur? Thanks for the thoughts, Carl -- we should have fun here for a while! Cheers,,, TSO