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Technology Stocks : Dupont Photomasks (DPMI)
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To: shane forbes who wrote (203)3/2/1998 12:55:00 PM
From: Tim Mak  Read Replies (2) of 955
 
Hi Shane. Do you know what is the total market size of mask (independent and captive suppliers included). I think I read somewhere that it is about 1.6 billion, but can't recall the source of the info. Further, do you have the most recent data on the market share of Japanese semiconductor suppliers (in DRAM, logic, etc.). [Japan is a huge addressable market for DPMI.]

I would appreciate your information. I think these two pieces of data are important for assessing the prospect of DPMI. I'm doing my due diligence analysis of DPMI, and if I come up with anything interesting then I'll post.

Regards,
Tim
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