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

To: JMD who wrote (458)	3/31/1998 5:56:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

JMD... Since DPMI was on the Jan "Hot List", along with VECO, seems worth while to do this now and again... Will give RMBS another check...just about added it last time, but it seemed that it would take a little while to get up to speed..... I know...I have several on the previous list that are a little slow getting out out of the gate... Will get back to you. //OT//How was the golf? A group of 6 of us will tackle the new "South Padre Island Golf Course" on Saturday for the first time...should be good for a few interesting comments, as 5 of the holes border the bay.../// more to come... TSO

To: JMD who wrote (458)	3/31/1998 6:18:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

Mike //OT -- "Hot List" Addition // After reviewing again, it is hard to see how RMBS could be stopped, Mike... Adding to the current "Hot List" forthwith... And here is a link for those wishing to do a little checking: rambus.com TSO Current List is:LOR, PAIR, UHAL, VLSI, TMD, RMBS

To: JMD who wrote (458)	3/31/1998 11:01:00 PM
From: dougjn	Read Replies (1) \| Respond to of 955

Alright JMD, what's this Dupont Photomasks thing???? You holding out on me bro???? OK, OK, I saw some thing about them having the mask for some super duper turbo speed semi thing in a while, but it didn't like completely register versus the usual tech hype noise. So whats the deal??? Doug

To: JMD who wrote (458)	4/1/1998 12:16:00 AM
From: Duane L. Olson	Read Replies (2) \| Respond to of 955

Industry analysts at Dataquest now predict that DUV stepper shipments will roughly double from 1997 to 1999, ramping from 300 steppers per year to nearly 600 units. VLSI Research analysts estimate that the market for DUV tools will experience a compound annual growth rate of 43.9 percent between 1997 and 2002. ''We are pleased to see that a vendor of DuPont Photomasks' caliber is taking the appropriate steps to ensure the complete infrastructure is in place for growth of the DUV market,'' said Edward Dohring, president of Silicon Valley Group's Lithography Division. ''As the first equipment manufacturer to ship production DUV step-and-scan lithography tools and the current market leader, we have long realized the explosive potential of this market.'' Quote of the day.. TSO