Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: John Bloxom who wrote (75)	1/26/1998 1:12:00 AM
From: jeffbas	Read Replies (1) of 955

<<positioned itself to be dominant supplier for .25 and below geometries>> Why do you say that? I read the reports on PLAB and it looks like they are buying all the same fancy equipment. Also based on latest quarter reports - PLAB sales up 31%, earnings 26%; DPMI sales up 5%, earnings down 13%. PLAB just bought Motorola photomask operations so presumably will show further jump in sales and earnings. (Why did MOT pick them over DPMI?) PLAB has less Asia exposure I believe. I am a numbers guy. It certainly looks like PLAB is doing a much better job. Anyone out there who really knows these companies who would care to comment?

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