Denis..good assessment. Of course the move to .25u (and below) doesn't accrue fully to DPMI immediately.. The more expensive masks are used only for those layers requiring the fine line features...the Fab will still use I-Line, if that will work, for other layers.
But the trend is definately DPMI's friend here, IMHO.. And ours.
Having gotten in at 32, 26, 32, 39, I am, on average, reasonably happy.. Two more quarters should get DPMI well back on the rapid growth track.
Meanwhile, while the semi companies, such as AMD, report NEGATIVE quarters, the discussion on this thread is whether this (worst) quarter could take DPMI down to $.40/share from $.53, or whether it will be more like $.49 (I favor $.51). Nice "difficulty" to sit through. Hope you can capture a few shares at a good price and join the ride. Cheers! TSO |
