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Technology Stocks : Dupont Photomasks (DPMI)

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To: shane forbes who wrote (132)2/16/1998 11:22:00 AM
From: jeffbas  Read Replies (1) of 955
 
If I understand your answer correctly, replacing mask designs on several simple chips with mask designs on one complex one likely reduces the aggregate number of masks produced; but that brand new complex chip designs leads to net overall growth in the market? If so, DPMI sounds like a solid moderate grower, but not something deserving of a P/E of 30 or more.
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