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Technology Stocks : Dupont Photomasks (DPMI)
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To: Katherine Derbyshire who wrote (396)3/19/1998 12:13:00 PM
From: jeffbas  Read Replies (2) of 955
 
Thank you Katherine.

You still might be able to be of some help on the investment side relative to ETEC vs DPMI or PLAB. ETEC sells the high end mask making equipment that the others use. DPMI and PLAB have a major part of their business in larger feature size mask making, and having a degree of stability and razor blade aspects to their businesses that ETEC does not have.

It seems to me that if DPMI can earn a good return on the investment,
they will buy the ETEC machines. If they can't they will buy the minimum necessary, but will have their existing mask making operations. Thus ETEC seems to be the company more leveraged on the
profitability of high end mask making.

Do you think this is an accurate view of things and do you have any comments?
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