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Technology Stocks : Dupont Photomasks (DPMI)

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To: JMD who wrote (345)3/13/1998 10:31:00 PM
From: Duane L. Olson  Read Replies (1) of 955
 
Mike, you always find some far out, but pertinent info.. Good post on that LU research. If there is any rapid movement to the smaller features, would you expect something out of this research to offer us the next great bet?.. In specialized chips, the one company I really like now is VTSS. Wonder what the next technological frontiers will offer....
Did you see that article on DPMI taking over the inhouse photomask equipment and operations from one of the Korean semi manufacturers?.. The capital shortage we have been discussing about the Koreans appears to be coming to pass... Hyundai apparently was trying to both raise a little cash AND to get out from the future R&D expense necessary to stay current.. Wonder if recent MU weakness is related....just musing.. TSO
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