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

To: D. K. G. who wrote (500)	4/6/1998 5:38:00 PM
From: jeffbas	Respond to of 955

Read my earliest posts on this thread for my arguments for DPMI over PLAB - the late January DPMI announcement re DUV, the DuPont connection, etc. I think it is better positioned long term at the high end than PLAB. Its greater foreign exposure has contributed to poorer short term performance, in my opinion - which may be largely irrelevant to a long term investment decision.

To: D. K. G. who wrote (500)	4/7/1998 5:00:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

Denis, thanks for reviving that post on Mask Prices; I knew I had received it back when, but couldn't locate on a fast scan.. To me it is VERY useful info. Not too many companies in this industry are looking at increased prices for their product.. Can you imagine Intel's processor prices if they tracked with photomask costs? I'd be back using a 386-SX processor :-) TSO