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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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180 Wiz, Whoops! Did I say 12 plants?... typo, typo FACT: Nine (9) production planDuane L. Olson-2/23/1998
179 Since you appear to have done the most due diligence on this thread, would you jeffbas-2/23/1998
178 TSO: I did not know that currency hit was that significant. When I saw them mshane forbes-2/23/1998
177 Wiz, thanks for jumping in with your usual laser-like focus on the key factors.Duane L. Olson-2/23/1998
176 Paul, While DJ and I were having that discussion about increasing Mask demand.Duane L. Olson-2/23/1998
175 DJ..While we're looking at prospects... Have you had a chance to look at ThDuane L. Olson-2/23/1998
174 OK, Paul.. I did a small amount of Due Dilligence before I bought my first &qDuane L. Olson-2/23/1998
173 DJ.. You are right on top of it! And you are absolutely correct.. ASICs are moDuane L. Olson-2/23/1998
172 Duane, I was being very unscientific when I first bought DPMI...I actually bougPaul Viapiano-2/22/1998
171 Although I believe that your conclusion is generally correct, you can't jusjeffbas-2/22/1998
170 Here's the way I see it: Unit demand for masks increase because: (a) geneshane forbes-2/22/1998
169 Jeffrey: Yes the more I see about DPMI the more I like no doubt about it. One shane forbes-2/22/1998
168 DJ, I had similar type issues when I noticed the flat SEQUENTIAL quarter sales.jeffbas-2/22/1998
167 Shane, thanks. I bought the stock at 26 1/4 as a long term investment and havejeffbas-2/22/1998
166 Duane... You're a one man posting machine here! One thing I would like toDJ Clancey-2/22/1998
165 DPMI's joint venture R&D Facility with MU, Motorola, AMD, etc, in TexaDuane L. Olson-2/21/1998
164 And if you like DPMI's position in conventional lithography, Wiz, (InstalliDuane L. Olson-2/21/1998
163 Wizard, While we are talking about GROWTH at DPMI, it is good to remember that Duane L. Olson-2/21/1998
162 Shankar..You spotted DPMI early... and it is bargain - priced today, with prospDuane L. Olson-2/21/1998
161 DJ..Sounds like you are on top of it... If you check a couple of my posts in thDuane L. Olson-2/21/1998
160 Elroy, Did you see the Report on the EXCEPTIONAL SALES GROWTH by DPMI and the PDuane L. Olson-2/21/1998
159 Wizard..That rundown on the annual Sales Growth for DPMI is excellent.. Not onlDuane L. Olson-2/21/1998
158 Wizard, your other point about DPMI not being as cycle as the industry they supDuane L. Olson-2/21/1998
157 Great assessment, Wizard, and DPMI is even better positioned than it would appeDuane L. Olson-2/21/1998
156 Jeffrey: RE: Quarterly Revenue Growth They pointed out the currency effect ovshane forbes-2/21/1998
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