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Technology Stocks : Daw Technologies DAWK

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To: Leo Mitkievicz who wrote (402)11/3/1998 11:08:00 AM
From: Liatris Spicata  Read Replies (2) of 607
 
Leo-

If it eases your paine, be it known that these are times that try men's pocketbooks. Some would say it serves them right for having pocketbooks!

Anyway, as a former DAWK shareholder, I still retain an interest in this company. My concern is this. Will the semicon manufacturers need clean rooms so much in the future? Some semi manufacturing is being done in micro assembly facilities (that's not quite the right term) in which only the immediate area around the manufacturing area is clean. This could eliminate much of the need for Daw's products in their primary business sector. In other words, is Daw in a business that is in secular decline? There was some discussion of this trend a year or so ago on this thread, but I do not know that any complete assessment was reached.

Regards,

Larry
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