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Technology Stocks : General Lithography
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To: jeffbas who wrote (1089)7/20/1998 1:53:00 PM
From: TI2, TechInvestorToo  Read Replies (1) of 1305
 
Thank you for the great reply! In general I agree with you , although you have consistently commented on DPMI greater exposure in SEA. Could you elaborate? Both have alliances in Japan, both have shops in Korea, DPMI is in Taiwan via UMC(?) and PLAB is in Singapore. It seems kind of similar?
Thanks
TI2

PS - Could you add MASK to your table if its not to much trouble?
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