Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Czechsinthemail who wrote (647)	6/20/1998 1:24:00 AM
From: jeffbas	Read Replies (1) of 955

I have owned ETEC and own DPMI, but not the other two. I prefer the equipment users over equipment suppliers because their mask business is more stable in my opinion. That's a personal preference. As far as DPMI vs. PLAB is concerned: -DPMI has much more exposure to Asia which has affected recent earnings reports. But the P/E on DPMI is lower even with these effects depressing results. One day Asia will recover. -If you go to the DPMI thread (see YAHOO), note the 1/26/98 DUV announcement. DPMI seems to be better positioned at the high end. -They have no debt. -The deciding factor for me was the DuPont relationship. They have access to DuPont research, DuPont on the Board, and an unused $100 million line of credit from DuPont at very favorable rates. This enables them to do without equity financing if the climate is poor. -One minus - DuPont as majority owner wants to reduce holdings over time, as in the recently scheduled offering (now cancelled). So there will be offerings from time to time, mostly of already issued and outstanding DuPont holdings (which won't increase the shares outstanding but will increase the float).

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