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Technology Stocks
Dupont Photomasks (DPMI)
An SI Board Since June 1996
Posts SubjectMarks Bans Symbol
955 24 0 DPMI
Emcee:  Shankar Kumar Type:  Unmoderated
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155 TSO: Yes I like this company for a couple of reasons: (a) market leadership (shane forbes-2/21/1998
154 Paul, not a bad suggestion..PE wise.. but what point do you pick to get the twoDuane L. Olson-2/21/1998
153 Also, right, O Wise Wizard, DPMI already is prepared to support finer line lithDuane L. Olson-2/21/1998
152 Wizard, you have my point exactly...Factually, DPMI has been reporting Sales GDuane L. Olson-2/21/1998
151 With rounding I believe the last 6 quarters' sales are: $64M, 64, 63, 70, jeffbas-2/21/1998
150 TSO: I see your point. While other semi-equips saw a drastic drop in orders DPMshane forbes-2/21/1998
149 NEXT PREVIOUS REPORT: DPMI reports Sharply higher Sales Growth in the 10Q fileDuane L. Olson-2/21/1998
148 Previous Report by DPMI: Sharply Higher Sales reported by DPMI for the period Duane L. Olson-2/21/1998
147 Report: In the May 97 10Q Filing with the SEC, sharp sales growth is reported bDuane L. Olson-2/21/1998
146 PREVIOUS REPORT:...DPMI Reports Sales Growth in SEC 10Q Filing. This should beDuane L. Olson-2/21/1998
145 REPORT: DPMI files 10Q with the SEC which reports sales growth. This should beDuane L. Olson-2/21/1998
144 Seven quarters in a row (counting this one) without sales growth, during a perijeffbas-2/20/1998
143 Hi, Wizard... glad you got interested in DPMI.. we need a good strong touch of Duane L. Olson-2/20/1998
142 Jeffrey, come on now... As the chip industry moves on, the mask requirements beDuane L. Olson-2/20/1998
141 Agreed. Having said that let me just add that P/Es are not the be-all-and-end-shane forbes-2/17/1998
140 Rather than go round and round with this whole discussion, why not just take thPaul Viapiano-2/17/1998
139 Overall industry growth rate is an uncertain measure of p/e for this sector. Fojeffbas-2/17/1998
138 Oh boy! When I said "premium to the overall growth rate" I did not shane forbes-2/17/1998
137 A DISCOUNT to the APPARENT growth rate is appropriate because of the cyclicalitjeffbas-2/17/1998
136 I did not bring up the 30 P/E issue. Jeffrey did. DPMI is involved in a cyclicashane forbes-2/17/1998
135 I need to re-run numbers for valuation, but 30% is not extreme for a growth comDJ Clancey-2/16/1998
134 RE: <i>but that brand new complex chip designs leads to net overall shane forbes-2/16/1998
133 If I understand your answer correctly, replacing mask designs on several simplejeffbas-2/16/1998
132 RE: <i>Have we come out ahead or behind on the complex new one?</i>shane forbes-2/16/1998
131 I guess that I did not make my question clear. I acknowledge that we will have jeffbas-2/15/1998
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