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To: Doug Skrypek who wrote (14402)	6/12/1998 8:13:00 PM
From: Andrew Vance	Respond to of 17305

AV--DPMI would have to be my choice since it has brand name recognition with Dupont. Between DPMI and PLAB you are talking about #1 and #2. On a professional level, if you asked me who my supplier of choice would be, I would choose PLAB over DPMI since they have established a very fantastic level of quality and customer satisfaction. In all fairness to DPMI which has great quality and support, PLAB edges them out by a slight margin. As far as stock performance is concerned, DPMI seems to have performed better than PLAB historically. I know that all to well since I backed PLAB more at one point in time over DPMI only to see DPMI provode a better return on the investment. MASK is not mentioned since they are a dark horse candidate. In these trying times with mask shop capacity available, both DPMI and PLAB will fight to keep their customer base and MASK would succeed if they "bought" marketshare with price concsessions along with increasing their visibility in the markeplace now that they can compete in the critical tooling part of the business. A long winded response but I have to defer to DPMI as the front runner based on history and name branding. You probably couldn't go wrong with any of the 3 but my guess is that DPMI will provide the higher percentage return when the industry recovers. Andrew