Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: LittleMax who wrote (724)	11/22/1998 10:34:00 PM
From: Carl R.	of 955

Little Max, while the Alta is a fine machine, it is not leading edge. Note that ETEC sold several Mebus machines in the most recent quarter: techstocks.com Even with the purchase of the Alta machines, MASK is still behind the technology curve, but that is obviously their strategy. The leading edge is quickly moving beyond .25u. Memory makers are moving to .21/.22u as fast as possible. Micron for example says that most wafer starts are at .21u already, and that most will be at .18u by next year. As an aside, I have never had any position in any of the mask makers. However the fact that shrinks are a reasonable step for semi makers to increase both performance and volume while decreasing cost leads me the believe that along with stepper makers, mask makers will be among the earliest beneficiaries of a recovery. Carl

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