Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (555)	5/3/1998 8:19:00 PM
From: Bollmonster	Read Replies (1) of 955

Duane, If anything, I'd argue that CYMI is safer than DPMI (CYMI does comprise a significant portion of my portfolio.) CYMI has over 80% market share and their two (potential) competitors can't even (in volume) ship lasers that may or may not exist. One of the competitors, a Japanese company, is apparently pretty shady when it comes to press releases and actually being able to make the product. While photomasks, in general, will be a bottleneck, so will the DUV laser production capacity at CYMI if they have practically all of the market share. And CYMI does seem to have less competition than DPMI. CYMI has a very close relationship with Canon (a big customer) as far as maintenance and sales/service go. CYMI is also a member and seems to be the primary laser supplier for Sematech, the semi research group that's been making most of the breakthroughs that have pushed the DUV frontier down to .07 microns this year. Cymer lasers were used in almost all (if not all) of those breakthroughs. Granted, I'm just starting to look into DPMI, but it seems to me like CYMI is even more of a sure thing than DPMI. I guess I'm curious as to why you think that DPMI is such a good deal. Bollmonster

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