Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: DJ Clancey who wrote (166)	2/22/1998 11:18:00 AM
From: shane forbes	Read Replies (3) of 955

Here's the way I see it: Unit demand for masks increase because: (a) generally increasing complexity means more steps involved in manufacturing process (guessing - extending argument used for MPU's) (b) consumer electronics digital revolution just getting going. That means std. cells' demand explodes that makes the number of designs explode. Also this moves some std. cells designs into the hundreds of thousands or millions of chips per run category. (c) Networking needs more and more complex ASICs. (d) Ditto for storage. Price per mask increases because: (a) of complexity ---- Putting the two together: Sales of masks = Unit Demand for chips designs(increases)* Number of masks per chip design (increases)* Price per mask (increases) No decreases (I'm paying no attention to low end or lesser complexity designs - the future is more complex designs and DPMI is highlighting those in their earnings releases.) When the sales function is a function of 3 variables each of which is increasing (and some rapidly) you've got a very fast increasing sales function (ignoring currency effects of course). Therefore DPMI is in a stellar position here.

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