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

To: Katherine Derbyshire who wrote (443)	3/26/1998 1:29:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 955

Katherine (my daughter's name, so I smile whenever I see it), would a likely consolidation into fewer mask makers have eventual negative implications for ETEC. My idea is that consolidation means more efficient use of these extremely expensive machines, which would seem to mean less bought than when the capability was maintained by many more players. Furthermore, might you see a drop in new orders now or cancellations for ETEC because an exogenous event like Asia causes a bunch of people to get out of the business within a short time frame.