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Technology Stocks : General Lithography
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To: Jurgis Bekepuris who wrote (388)6/5/1997 9:21:00 PM
From: Andrew Vance   of 1305
 
Slightly concerned that the top 36% still are in the low end 5X reticle requirements area. They are good companies. Also, with APM as a top customer, the APM/RDRT "battle" means little to MASK. The top dog here just switches places with the other on the list. I am also surprised that MXIM does not appear on this list. I thought they were slightly more visible as a customer. This just means there is room for growth with this customer.

My understanding is that all is not rosy on some of the DPMI fronts. They are working on it but may have lost a little ground.

Overall, I am not overly impressed with their established base since they still represent 2nd and 3rd tier clients (meaning lack of leading edge CD requirements). This is to be expected though, since they are trying to transition into more advanced features. They need some time to accomplish this so this should be a positive situation (good price and the best may yet to be seen down the road).

MASK will always be the 90 lb weakling amongst the 2 body builders. That's not to say they can't survive on the beach. It just means they have a long upward battle to control their turf and to acquire new customers. They are the last true merchant mask house in the USA that has not fallen under the DPMI/PLAB banners.

My investment in MASK is almost identical to its market share. 45% each of PLAB and DPMI with only 10% in MASK. I find it hard for them to generate a good institutional or financial following when PLAB and DPMI rule the roost.

Andrew
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