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

To: Duane L. Olson who wrote (368)	3/15/1998 10:36:00 AM
From: Larry Brew	Read Replies (2) \| Respond to of 955

Duane, << expensive DPMI photo masks >> Especially in fields like DRAMS, microprocessors, etc, where 1 mask set can be used for very large scale volume production, no problem with cost. The industry is headed in this direction anyway. Even companies like TI that built DRAMS, modem chips, filters, video and sound, ane now integrating these, rather than selling the shorter life cycle individual chips. Their DSP c6x, discussed in depth on their home site web page is an example. I know you current investors want the stock bull run to continue, and to my displeasure it may. Remember, I'm looking for an entry. Counting on a short lived market correction. Is the posted P/E of about 11 or so correct? I'm going to spend some time today on the fundamentals of this stock. It could do like most winners, and never dip. On 193 nm down to .13u. I've been told the same thing. .25 pitch which comes out at >.125, very close. I've also been told CYMI is doing some very impressive work with their DUV, suggesting maybe there's more to go. I'll see what I can find out. BTW, I left out CYMI off my buy list. They will move directly with the Semi industry, leading it slightly, as their sales supersede the semis. Got to have that equipment in place 1st! Larry