Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Czechsinthemail who wrote (650)	6/21/1998 2:15:00 PM
From: jeffbas	Read Replies (1) of 955

See my latest post on the ETEC thread. The trend is away from producing in house. Note purchase of an in-house Korean business announced by DPMI earlier this year. I think the reason is similar to the contract mfg business - mfg expertise is expensive and best left to mfg experts, etc. This mask-making equipment is getting to be very expensive. DPMI has a major position in Asia vs. PLAB, why I do not know. This hurts short to intermediate term but long term that is probably where the best growth will be. I think the original IPO for DPMI stated its intent to gradually sell the stock. All the benefits I stated from the association with DuPont are there, but not the possibility of a takeover.

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