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

To: JMD who wrote (403)	3/19/1998 9:19:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

Mike, sorry I couldn't participate in the excitement today... there are a couple of articles out that indicate things are better for the photomask folks than for the semi-conductor world in general... For example, there is a reference to DPMI in the following: biz.yahoo.com Given what we know of the photomask game, and the fact that semiconductor unit growth is ongoing, I suspect DPMI's numbers will be considerably better than some of the lower estimates (Like Jeffrey's $.40).. ALTHOUGH, if DPMI were to drop to $.40 at the bottom of the semi cycle (which I do NOT expect), that would be quite an achievement compared to some of the chip makers (MU, etc). TSO