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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

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Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (807)	7/22/2001 1:41:37 PM
From: Return to Sender	Read Replies (1) of 95639

DPMI looks like it might get interesting here soon. Low float at only 7.7 million shares and getting close to 52 week lows. biz.yahoo.com RESEARCH ALERT - Bear Stearns cuts DuPont Photomasks NEW YORK, July 20 (Reuters) - Bear Stearns lowered its investment rating of DuPont Photomasks Inc. (NasdaqNM:DPMI - news) on Friday to neutral from buy, saying it expects the company's earnings report to fall below expectations. ``Given that DPMI is a provider of consumables to the industry, they generally don't see the extreme highs or lows that capital equipment providers see and while they are indeed resistant to downturns, we feel no firm can escape from a very rapid falloff that the semiconductor and semiconductor industries have experienced,'' it said in a research note. ``We are concerned that DPMI's earning report next week will likely be relatively poor and below expectations.'' It said the photomask industry is in probably the worst state it has ever been. ``Although, DPMI is a quality name that has held up rather well thus far and has a counter cyclical or 'defensive' positioning in the semiconductor industry we think they will succumb to the extreme industry pressures and changing business model,'' Bear Stearns said. Shares of DuPont Photomasks were down $1.28, or 3.1 percent, at $39.86 on the Nasdaq Friday morning.

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