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Technology Stocks : Dupont Photomasks (DPMI)

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To: D. K. G. who wrote (551)5/2/1998 11:07:00 PM
From: Duane L. Olson  Read Replies (2) of 955
 
Wow! Great article, Denis -- "Will Photomasks be the Bottleneck". If I weren't such a bull on DPMI already, I'd be establishing a "Buy all Dips" policy forthwith. This really tracks well with DPMI's new relationship with one of the premier phase shift mask makers -- Hoya of Japan. And it tracks nicely with the 5-year projected growth rate of 30% that the NY Times offered.
I'm just trying to decide whether it is reasonable to pick up more of the beneficiaries of the increasing complexity in chips. (I do own CYMI, though not to the extent of my DPMI) TSO
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