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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (936)2/22/2000 9:35:00 PM
From: Ian@SI  Read Replies (2) of 955
 
Duane,

Re MIT 50nm gates.

1. Impressive that 248nm light source can be used to pattern a gate 1/5th that size.

2. I'd have to question yields, scalability etc. It was probably close to impossible to get a single working transistor, getting a couple billion or so on a chip and having enough of them work, may be a horse of a different colour.

I suspect that the MIT work answers some theoretical and practical Physics questions more than providing a path for production chipmaking at this point.

But if I'm underestimating what MIT has done, then it bodes very well for DPMI, PLAB as the OPC and PSMs will generate huge revenues for the maskmakers.

Just an inexpert opinion. If really curious, ask Katherine D. She could give a much more expert and accurate opinion than I.

Certainly, no-one should initiate any position based upon my speculation here without doing a lot more research to confirm, or prove wrong, my assumptions.

Regards,
Ian.
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