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Technology Stocks : Dupont Photomasks (DPMI)

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To: Tim Mak who wrote (294)3/2/1998 7:00:00 PM
From: Duane L. Olson  Read Replies (1) of 955
 
Tim, I discussed a bit with the Wizard...and proposed to him a "Complexity Index"...which would have as it's denominator the total number of chips shipped, worldwide, and as the numerator, the total number of photomasks shipped. The fact that more masks are needed for more complex chips would mean that the new "Complexity Index" tells us the rate of transition...leading to judgements about possible equipment purchases, forecasts of further photomask demand, etc.
So far all we can say is that there is a discussion underway... please stay in touch! TSO The Wiz' reply:
exchange2000.com
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