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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Cynic 2005 who wrote (22237)	7/28/1998 11:57:00 PM
From: C_Johnson	Read Replies (1) \| Respond to of 70976

Hello Mohan, Thanks for the note and the kind words! It appears that you made the call last November. A rather timely one at that! As far as ETEC is concerned, they are the leading provider of mask making tools. They exist so Photronics and DPI can exist. I own some of the stock and plan to be very patient with the position. The shares do jump around a lot and they have a habit of announcing a delayed shipment every other quarter. Interesting bit of news from DPI today regarding their purchase of a Hitachi system. DPI, by mentioning Etec in the release, seemed to be saying, "The purchase of this Hitachi machine was made to keep our primary supplier honest. We will buy from someone else if they start to push us around!" Speculation on my part..... However, it is a known fact that the photomask manufacturers have a desire to purchase pattern generation tools from more than one supplier. Regards, Carl INFRASTRUCTURE infras.com