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Technology Stocks : Dupont Photomasks (DPMI)

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To: Katherine Derbyshire who wrote (433)3/26/1998 2:33:00 AM
From: Duane L. Olson  Read Replies (2) of 955
 
K.D. Most Useful... We had been concentrating on two facets-- Increasing complexity of chip designs, and increasing unit volumes -- as determinants of increasing revenues for the photomask suppliers. It is clear from your reply that we should have been giving proper weight to the NUMBER of designs as well.... Perhaps one does not need highly complex designs, and very expensive masks, to ensure rapidly increasing revenue growth ( if I am interpreting your emphasis properly) Thank you kindly for straightening that out for me..
New subject: Meanwhile, virtually all my techs are trending nicely upwards..VECO, VTSS, ORBI, CTEC, TER...etc, except for a little instrument company, LTXX, and DPMI... and no volume on DPMI. Anyone have any thoughts???? TSO
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