Dupont Photomasks started trading on this rather generally inauspicious day for all tech stock owners. DPMI, according to what I can gather from the tech gurus here is now the largest publicly traded photomask company. It's large, it's leading edge (unlike Align Rite). I have not seen the prospectus for DPMI. Any opinions out there? How will their business do vis a vis PLAB? How does its current evaluation compare with PLAB? (The last time I checked Dupont photomask was trading around $20 (up from the offering price of $17).
Any thoughts?
Thanks.
Shankar Kumar. |