Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: fut_trade who wrote (68)	12/19/1997 6:34:00 PM
From: Albert	Read Replies (1) of 955

Positive Move for DPMI ! DPMI finally move its facility to Taiwan parternered with UMC, the second largest foundry in the world. Just like I predicted before, Korean won will hurt DPMI's revenue. But the expansion to Taiwan is a reasonable step. Taiwan's aggressive expansion in semiconductor, not in the standard product like DRAM but in foundry business will create a lot of demand for photomask. Also UMC is the most aggressive player in the foundry business. IMHO, I think DPMI will consolidate here and waiting the good news to break out.

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