Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (149)	2/21/1998 3:52:00 PM
From: shane forbes	Read Replies (4) of 955

TSO: I see your point. While other semi-equips saw a drastic drop in orders DPMI did not see revenue growth go -ve at any point. Is that right? Also if you factor out the US dollar strength they look even better (but that would be cheating...). Like I mentioned to someone else, I have not done any DD on this stock. However it seems to me that DPMI is a prime beneficiary of the move to 0.25 which unlike the 300mm move is moving, in fact accelerating, forward very well. Bodes well for the long term since the fine line widths point that they stress in their reports is an unquestionable trend. Did you by any chance see a report on DPMI about how they will be impacted by differing moves to next generation lithography tools? I thought it was in Electronic News but I just can't seem to locate it. Driving me nuts! That was a nice article.

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