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Technology Stocks : Dupont Photomasks (DPMI)
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To: John Bloxom who wrote (95)1/27/1998 3:34:00 PM
From: fellow  Read Replies (2) of 955
 
>>I like both of these companies. They're in sightly different positions in the feeding chain, but in the
chain none-the-less. The chip and logic people need smaller geometries and so need ASMLF, Canon
and Nikon to sell the steppers incorporating the Cymer lasers into which is inserted the DPMI/PLAB
mask that is fabricated with ETEC equipment. Over the long haul, absent the unexpected, I see all of
these companies greatly appreciating in value. I also believe that it is safer to own them all than it is to
own less than all.<<
John-

I like your style. Right now, I own cymi and amat, but I'm considering dpmi, plab, etec, and asmlf. <<off topic>> what do you think of vtss and amcc? pria and ter? brooks automation? kla-tencor?

DPMI seems more attractive to me than PLAB because of the 70% DuPont ownership and the integration of photomask and pellicle (just learned that one).

-fellow
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