Also, right, O Wise Wizard, DPMI already is prepared to support finer line lithography all the way down to .13 micron... the first of the mask providers to get there... and they are installing this advanced technology in the LSI complex going in at Gresham... where they are positioned to support both the advanced LSI Coreware projects, and INTC's next two generations of advanced chips..
In addition to that nice Sales Growth that DPMI has been reporting, year over year for the past four quarters in their 10Q filings, and the great prospects for continued (high) double digit growth in both sales and earnings going forward.. The BIG factor for me is that chip NUMBERS are expanding rapidly (witness the rapid growth in new fabs), and as the COMPLEXITY of chips increases -- more masks are required.. So DPMI grows FASTER than strict chip counts would indicate. In Other Words, a GROWTH stock supporting a cyclical growth industry. AND, it doesn't matter which Company, or which Country wins a particular chip battle....with 37% of the world Photomask market, and with plants in twelve countries around the world...DPMI will be there supplying more and more complex mask to WHOMEVER makes the chips.. What a deal :-)
There are some neat advanced technology projects ongoing at DPMI also, which offer possibilities of future niche market locks that could be a significant boost to earnings downstream.. Knowing the WIZARD, you will be digging more of these out than I have, OWW... and I will look forward with great anticipation to feeding those into the assessment..
Meanwhile, based on what we have, you can see why I when big time into this one in January and am continuing to buy. Not too many better around, IMHO!!! The Saintly One |
