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Technology Stocks : Dupont Photomasks (DPMI)

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To: Larry Brew who wrote (400)3/19/1998 5:22:00 PM
From: JMD  Read Replies (1) of 955
 
Larry, Katherine--truly a pleasure to read through your thoughtful, in depth discussion on this topic. Certainly wish I could contribute, but thought you should know that I'm appreciative of the education.
At the end of the day, I am lead to the conclusion that CYMI and their particular 'brand' of laser sounds like a key ingredient to the next generation shrinking process. I appreciate that ETEC and CYMI are in different ends of the business but it also sounds like ETEC is extremely well positioned. Other than throwing darts at the wall, would you or others care to comment on the relative attractiveness of these two?
Thank you again for your professionalism in sorting through these complex issues. Regards, Mike Doyle
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