Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Tech Master who wrote (200)	2/25/1998 9:24:00 PM
From: jeffbas	Read Replies (1) of 955

The real significance of this news for me (especially if you have read the interview with CEO on Electronic news about 2 weeks ago) is that a competing technology which could leave DPMI out in the cold - like direct write - is probably pushed back for years. Thus the risk that DPMI could be like an oil well, with its business having a finite life, is much reduced or deferred so far that it probably does not matter in the valuation of the company. However, any financial consequence on earnings of this development could be many years away - except that the interview suggested a scatter-shot approach to R&D, on various technologies, which now might be more focused (and cheaper?).

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