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

To: jeffbas who wrote (606)	5/15/1998 12:18:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 955

*OT* Jeffrey, The V2000 competes with leading edge products. However, UTEK has sold 1 tool; has limited production capabilities; was rumoured to have orders for 3 more tools after PLAB final acceptance was complete. i.e. - They're not a threat to ETEC's growth. Even if Art Z meets his target of capturing 25% of the maskmaking equipment market, the growth is such that this will slightly shorten lead times for tools rather than prevent ETEC from selling all they can make as fast as they can make them for the foreseeable future, IMO. Ian.