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

To: jeffbas who wrote (653)	6/22/1998 11:30:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 955

>>I can't break it down, but if you read ETEC's announcements I think they suggest that most sales are to the merchant mask shops -- MASK being the most recent. << I agree that there's a move to more use of merchant mask shops, but you can't really rely on announcements. Independent mask shops want to announce orders (or let ETEC announce them) because it shows their customers that they're upgrading technology. Captive mask shops often don't announce orders because they don't want their competitors to know what they're up to. That tends to skew the numbers. Katherine