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Technology Stocks : General Lithography
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To: TI2, TechInvestorToo who wrote (1090)7/20/1998 3:34:00 PM
From: jeffbas   of 1305
 
MASK (from 10K):

Working Capital--7
Debt--0
Tangible Equity--37

Unused borrowing available--20

Note MASK has committed to buy $25 million of ETEC equipment, which looks like it would give them a balance sheet similar to PLAB.

My comment on DPMI and Asia has to do with a reference I read once that DPMI has 85% of the merchant shop business there. I am not a tech person as you know so I have to rely on what I remember reading from
various sources, whose accuracy I can't verify and can't pull up at my fingertips, as someone like Katherine might be able to do.
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