Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Larry Brew who wrote (407)	3/19/1998 11:10:00 PM
From: jeffbas	Read Replies (1) of 955

Larry, what does "PLAB leads!" mean? You apparently like it better than DPMI? I would be very interested in knowing why? (aside from its short term advantage in not having the overseas exposure that DPMI has) I thought DPMI had the clear edge at the high end, which would become more important as time goes on. For example, see the DPMI announcement on DUV 1/26/98. I thought this meant that DPMI had a proprietary pellicle that gave it a clear razor-blade edge with this technology? (The woes of not being trained in this business, and the advantages of having the resources that modern computer technology and these threads provide.) What do you think of ETEC vs. a mask-maker vs. CYMI as investments? Could you rank them? Is UTEK of any interest?

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