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Technology Stocks : Dupont Photomasks (DPMI)
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To: Duane L. Olson who wrote (441)3/26/1998 12:49:00 PM
From: Katherine Derbyshire  Read Replies (1) of 955
 
>>In your opinion,
would this be part of the same game...that is, is the growing complexity of the the
designs, as well as the necessity of maintaining a capability to produce an
increasing NUMBER of designs ---is that whole process driving the business into
fewer (like 3?) remaining companies? Thanks so much for insights!! TSO<<

Yes, the increased R&D and capital outlays required in the mask business will put lots of pressure on smaller houses. Further consolidation would not surprise me at all.

Katherine
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