Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: jeffbas who wrote (139)	2/20/1998 10:52:00 PM
From: Duane L. Olson	Read Replies (1) of 955

Jeffrey, come on now... As the chip industry moves on, the mask requirements become more and more complex..and thus more masks are needed...Mask requirements are some factor more than 1 ABOVE the semiconductor growth rate. And for all those who keep referring to the Mask sector as a Cyclical Growth sector...I say whoa...not so fast... Masks aren't nearly so cyclical as the chips themselves... While the chips are going through the cycles, causing much financial roller-coasting, masks are still needed at fairly steady, and increasing rates... So, IMHO, ...and that is OPINION...DPMI is NOT a cyclical growth company comparable to the semi's... And those that have other OPINIONs...make sure you know it is an OPINION...not written in rock FACT...thank you very much... OK... back to business... Duane

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