Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: 16yearcycle who wrote (33553)	12/22/1999 11:54:00 AM
From: Gottfried	Read Replies (2) of 70976

Eugene, DPMI says the photo mask biz lags semi equipment by 12-24 months. >>Turner continued, "Many semiconductor analysts believe that the industry is in an upturn that appears to be very similar to the previous one that lasted from 1993 to 1995. In previous industry cycles, the photomask industry has lagged the semiconductor and semiconductor capital equipment industries by 12-24 months. We expect to begin experiencing stronger growth by the second half of calendar 2000." << siliconinvestor.com But I can't see the lag on a price comparison chart. siliconinvestor.com However, after the 30% drop and with IBM as a customer, maybe DPMI deserves a look. >>The companies also announced that they also have agreed to a multi-year, global supply deal that to produce a significant portion of the photomask requirement IBM does not build itself. The transaction will close on December 31, 1999.<< siliconinvestor.com Gottfried

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