Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?

To: John M. Bozeman who wrote (61)	10/22/1997 8:59:00 AM
From: John Bloxom	Read Replies (1) \| Respond to of 955

Can't immediately explain the PLAB discrepancy, but will attempt to find out. Word I hear is that the real movement in renvenues and earnings for DPMI is still 12+ months away, tied in general to the next generation of semis imaged at .25 and below. This seems to be consistent with the end of product cycle in which INTC is caught right now as well as the enormous ramp-up of DUV photolithography tools seen in CYMI, ASMLF, Canon, and Nikon, as well as DPMI's extremely aggressive capital spending on production facilities. .25 photolith requires many, many more masks than the current .35 method. I think DPMI is positioning itself to be the only reliable high-volume vendor of .25 masks in the market that will begin to emerge in '98. My speculation is that management is focused on that right now and not on trying to sell more masks into the just-about-gone .35 market. Regards to all, John