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

To: kinkblot who wrote (88)	1/26/1998 2:43:00 PM
From: jeffbas	Respond to of 955

My interest is between DPMI and ETEC, in this mask business. ETEC is the dominant supplier of mask-making equipment. DPMI (and PLAB) are major users. Obviously ETEC operates at the leading edge, whereas DPMI has both leading edge and trailing edge business. ETEC has nearly double the p/e. If DPMI does not do well, I would think it would catch up to ETEC eventually, since DPMI could not afford to buy as much equipment. If DPMI does well, I would think disparity in p/e would close some - making DPMI the better and safer investment. Any informed opinion out there?