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


To: D.J.Smyth who wrote (326)3/5/1998 1:37:00 PM
From: Duane L. Olson  Respond to of 955
 
Darrell... Right, good thinking...same for the test equipment guys..
The semi-conductor guys can have a revenue drop because they sell more chips at lower prices.. but the semi-equipment and test equipment guys are more tied to the next cycle...and can be selling like the devil...
and stocks like DPMI depend more on unit volume than on units X Selling price...a la INTC, etc. So the hit to DPMI for this quarter should be much less the the semi's, IMHO.. TSO