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

To: Tim Mak who wrote (310)	3/3/1998 9:14:00 AM
From: JMD	Read Replies (1) \| Respond to of 955

Tim, great post: thank you. Could you or someone please clarify DPMI's CURRENT SEA exposure? I have not been able to lay my hands on the information, and am trying to speed up my due diligence. My trigger finger is getting itchy <40 and my fond hopes are that a) DPMI is not currently dependent on SEA for revenues to any significant degree and b) that Mr. Market thinks otherwise, and is now blindly punishing DPMI along with all other semi equips creating a lovely entry point! Hey, I can dream can't I? TIA, Mike Doyle

To: Tim Mak who wrote (310)	3/3/1998 11:44:00 AM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 955

So if DPMI has factories in the US(3), Germany, France, UK, Korea, Taiwan (dec 97 press release), and China mainland, maybe there is a reason they are not in Japan? Its very confusing to me, any ideas? TI2

To: Tim Mak who wrote (310)	3/3/1998 12:38:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

Tim, Thanks for those great inputs. While I have NO hope of DPMI getting 37% of the Japanese captive market, there certainly is room to make some inroads.. DPMI has the Korean market in hand, and as Japan loses market share in DRAM (especially).. DPMI is the supplier to the survivors, seems to me. Another point, possibly, is that not every "Mom and Pop" photomask company is going to be able to compete as the chip complexity moves upscale (another good reasoin for that "complexity index"). It seems to me that more and more of the market HAS to move to DPMI in that case. DPMI can handle the complexity where others can't. The market today is a bit disappointing. I was fairly confident that the stock could hold at the 41 level (my last purchase was at 39), but DPMI is getting caught in the general negatives as Kurlak makes one more attempt to drive the semi-conductor market down. The rationale for that weakness, however, was based in weak unit pricing..not in a reduction in units. DPMI is driven more by numbers and complexity of chips, rather than by $ of chip revenues.. so I don't see why the weakness is carrying over so severely to DPMI.. One very slightly weak quarter...PERHAPS at about the $.50 level appears to be the extent of the damage. A PE under 20 certainly does not reflect the EXCELLENT prospects for growth that DPMI offers, IMHO.. TSO