Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: D. K. G. who wrote (531)	4/14/1998 1:32:00 PM
From: D. K. G.	Read Replies (2) of 955

MS - DW : We are introducing our Deep Ultraviolet Photolithography Food Chain investment thesis, which is predicated on the belief that a basket of leading-edge photolithography and photomask suppliers can substantially outperform the Philadelphia Semiconductor Index. The stocks in the basket are ASM Lithography (ASMLF -- 88-58), Cymer (CYMI - 21-0), Dupont Photomask (DPMI - 41- NR), Etec Systems (ETEC- 54-0), and Photronics (PLAB- 29-NR). We believe this will be the most compelling semiconductor equipment industry theme for the next five years. We expect the photolithography equipment and photomask suppliers to experience exceptional ASP expansion and unit growth in the foreseeable future.>> Reference: Message 4055784 --------------------------------------------------------- IMO, DPMI in the 18-20 P/E range fairly flat EPS growth currently forecasted for 98/99 does not relfect the higher ASP they will see from the DUV masks. DUV will be shipped in approx. 50% of the steppers/scannner this year. That % will only increase over the years. This stock is undervalued, I'm in this am @ 42.00.

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