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Technology Stocks : Dupont Photomasks (DPMI)
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To: Duane L. Olson who wrote (626)5/19/1998 12:36:00 AM
From: jeffbas  Read Replies (1) of 955
 
Korea facility is a one time writeoff risk and a potential drag on earnings, if underutilized and currency remains weak (earnings won't cover depreciation charges). However, the drag declines when the rate of deterioration is reduced.

On fundamentals, we see eye to eye. What chip mfr wouldn't kill for a
$.50 or so weakest quarter. On the key aspects mentioned - feature size, complexity, variety - I would add stable pricing on older generation products (which was discussed somewhere) as another killer vs semi mfg business (ask MU).
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