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Technology Stocks : General Lithography

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To: TI2, TechInvestorToo who wrote (1095)	11/7/1998 9:42:00 AM
From: Crossy	of 1305

re: photomask sctor TI2 & all, Regarding Mask-makers I'm under the impression that the market punished the whole group recently. With PLAB & DPMI downgrades hitting the street, many thougt MASK could be next to disappoint. OTOH, MASK posted a remarkable quarter last month. Given the recent capital-expenditures at MASK (2 new ETEC machines, 1 will commence production in January, could You pls. fill in my missing "links" ? 1) MASK specifically mentioned 0.25 (QMI - quarter micron), PSM (phase shift masks), OPC etc. What about gross margins in these segments in contrast to MASKs old product line (up to 0,35/0.5). 2) Since the competition that PLAB & DPMI specified in their earnings warning(s) can only be MASK and some captive shop, it would be nice to find out whether PLAB & DPMI are responding to it with price-cuts of their services.. best regards CROSSY

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