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

To: fut_trade who wrote (68)	12/18/1997 10:04:00 PM
From: George A. Dubrowski	Read Replies (1) \| Respond to of 955

Howdy Peter: I simply can't fathom why today's price action is viewed as a buying opportunity by yourself. DPMI warned of decreasing revenue, the asian flu, a causal factor. MASK, a commodity photomask maker cited decreasing demand the other day. PLAB, the most profitable photomask producer has been resorting to creative, perfectly acceptable by current accounting standards, reporting to hit its numbers. I'm really interested in understanding your long view. I'm a holder in all three companies. Reagard, gad

To: fut_trade who wrote (68)	12/19/1997 6:34:00 PM
From: Albert	Read Replies (1) \| Respond to of 955

Positive Move for DPMI ! DPMI finally move its facility to Taiwan parternered with UMC, the second largest foundry in the world. Just like I predicted before, Korean won will hurt DPMI's revenue. But the expansion to Taiwan is a reasonable step. Taiwan's aggressive expansion in semiconductor, not in the standard product like DRAM but in foundry business will create a lot of demand for photomask. Also UMC is the most aggressive player in the foundry business. IMHO, I think DPMI will consolidate here and waiting the good news to break out.