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

To: Duane L. Olson who wrote (405)	3/19/1998 10:50:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 955

That is my point about the attractiveness of DPMI - its cycle bottom is not likely to be bad at all. By the way, I see possible risk to $.40 for a quarter. That is not my prediction for the current quarter. As I have said before, I think in the current quarter the full impact of Asia, larger depreciation charges from expanded facilities and not fully covered operating costs of such facilities are worth more than a few cents lower than the last quarter, which is what Wall Street has. I would not be surprised by $.45. I am not sure of the general answer to your question about limited number of passes on masks. I am not a semiconductor industry person. I think you are right though, which would make this even more of a razor-blade business. Duane, do you have an opinion of DPMI vs. PLAB? On ETEC, you a hair higher than the Street. I do not think a P/E of 40 is appropriate. This is a cyclical business. That growth rate will not be maintained for any long period of time.