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

To: jeffbas who wrote (128)	2/15/1998 7:52:00 PM
From: DJ Clancey	Respond to of 955

You are right about moving more functionality/components on individual chips. The more distance you can remove between components, the faster the operations. However, the difference between designing a massively complex chip (using various computer aided tools), building a single chip, and being able to manufacture a complex chip in a large volume with cost effectiveness is big. I don't have the DPMI info available at this moment, but it is my understanding that they are a leader in the technology to be able to manufacture increasingly smaller, more complex, chips. Chips like memory chips have become commodity items, but application specific chips (ASIC) are still be needed and capable of generating decent margins. Anyone with more detail... please post.

To: jeffbas who wrote (128)	2/15/1998 8:17:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 955

Jeffrey: Just a guess on my part. But, thanks to the digital revolution, I think we will actually see many more designs of complex chips. That makes DPMI a double winner. More designs and more complexity. There's no doubt a move to greater complexity. The million gate ASICs are here and should take off very soon. More designs will come with things like communications, information appliances, automotives and all those other as-yet-unknown things that soon will have chips in them.