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Technology Stocks : Dupont Photomasks (DPMI)
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To: Duane L. Olson who wrote (498)4/6/1998 2:05:00 PM
From: D. K. G.  Read Replies (2) of 955
 
Photomasks for 200mm and 300mm production: do they need to be different?

or is like an overhead projector, you put the trasparency
(photomask) down and fiddle with the nobs(optics) until you
can project a clear image on the screen(silicon). By fiddling
with the nobs and moving the projector back and forth you can adjust the size & clarity of the transparency that covers the screen.

Using this crude analogy the photomask would not require to be different for 200mm and 300mm.

One of the big consequences of the SEA crisis was the push out
of the 300mm Fabs toward later dates, will this delay effect DPMI ? looks like it already did<g>.

I'd aslo like to get a handle on the unit costs of 0.25, 0.23, 0.18
masks.

From TA pt. of veiw I like the fact the stock price is above the
longterm moving averages 200 and 100 and that many of the other shorter term avgs.are converging and some crossing over on and upward slope.

I've caught some good moves with this pattern in RESC and OPTT
last year and I see some similarities in DPMI. You miss the bottom
becuase the avgs lag a bit but I happy getting 70-90% of a move and reduce the risk.

askresearch.com

I like this site, gives you some flexiblity on pattern, time,size of chart but you can't array a bunch of indicators at once for display.

From an FA pt of view I like the company's dominant position in its
market. Semi-equip and chip makers are reliant on DPMI in order to produce greater density and higher margin products. There is an intense financial pressure for them to do so. That type of demand plays into demand for DPMI photomasks. Small float and consumable product also nice.

Enjoy reading the thread comments, I'm still looking this one over
but very interested. I'll try to contribute when I can.

Regards,

Denis
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