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


To: Duane L. Olson who wrote (836)5/13/1999 1:26:00 AM
From: Carl R.  Read Replies (1) | Respond to of 955
 
The puzzle with ZIGO is that they have some good products, and they also added some IBM made products (the AFM that VECO used to sell), so I was expecting better. As I said, I bailed on that one at a loss, and am waiting for better days. I agree that VECO hasn't been doing well lately (the stock), though sometimes it lags the market by a day, and thus it could move tomorrow.

Mostly I'm still playing AXC. I sold much of my holdings over 6, then bought them back at 4.25. I'm up a huge amount on it already this year. I am also holding NVLS, VECO, MASK, CDN, PRIA and KLAC right now. I thought about buying some DPMI the other day at 43, but skipped it, unfortunately. I think the mask makers will take off pretty soon, and ETEC may well move with them even though their return to growth will lag a bit.

Carl