Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (543)	4/28/1998 11:54:00 AM
From: D. K. G.	Read Replies (2) of 955

Duane, welcome back. If I was such a smarter cookie I should have bought on the 13th. DPMI was a buck or two cheaper. DPMI is in the driver seat for photomasks on this roadmap. 1997SIATechnologyRoadmap_____97___98__99____01____03____06___09 Technology Generation(nm)________250______180___150___130___100___70 DRAM________________________64/256M____1G________4G____16G___64G (bits) MPU_________________________4M_______6M____10M___18M___39M___8M (logic transistors/cm2) ASIC________________________8M________14M__16M___24M___40M____6M (usable transistors/cm2) Those $30,000 masks start kicking in next year. Listening to the C.C. DPMI has positioned itself well in Asia during a time when there was a semi-equip asset fire sale. That will payoff 5 years from now. As for the Hoya agreement its hard to say. The joint venture is a way of reducing risk in R & D capital expenses. How much business comes from photoblanks anyway ? Frankly, I don't know if this will lead to a DPMI foothold in Japan. The fact a leading Japanese photomask maker has entered into such a relationship will open some opportunities for DPMI. Forgive my ignorance but what does TSO mean ? Hit those golf balls long and straight, DKG

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