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Technology Stocks : Dupont Photomasks (DPMI)
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To: Tim Mak who wrote (310)3/3/1998 12:38:00 PM
From: Duane L. Olson  Read Replies (1) of 955
 
Tim, Thanks for those great inputs. While I have NO hope of DPMI getting 37% of the Japanese captive market, there certainly is room to make some inroads.. DPMI has the Korean market in hand, and as Japan loses market share in DRAM (especially).. DPMI is the supplier to the survivors, seems to me.
Another point, possibly, is that not every "Mom and Pop" photomask company is going to be able to compete as the chip complexity moves upscale (another good reasoin for that "complexity index"). It seems to me that more and more of the market HAS to move to DPMI in that case. DPMI can handle the complexity where others can't.
The market today is a bit disappointing. I was fairly confident that the stock could hold at the 41 level (my last purchase was at 39), but DPMI is getting caught in the general negatives as Kurlak makes one more attempt to drive the semi-conductor market down. The rationale for that weakness, however, was based in weak unit pricing..not in a reduction in units. DPMI is driven more by numbers and complexity of chips, rather than by $ of chip revenues.. so I don't see why the weakness is carrying over so severely to DPMI.. One very slightly weak quarter...PERHAPS at about the $.50 level appears to be the extent of the damage. A PE under 20 certainly does not reflect the EXCELLENT prospects for growth that DPMI offers, IMHO.. TSO
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