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

To: Duane L. Olson who wrote (728)	11/16/1998 9:21:00 AM
From: Katherine Derbyshire	Respond to of 955

>> To follow up somewhat, weren't there several recent reports about the bigger mask manufacturers taking over the (formerly) captive mask shops in Korea (and others)? Would you see that as a future positive for the companies doing the takeover, while perhaps contributing to less stelar results currently?..<< Yes. Given my understanding of how Asian businesses work, the new owner of a former captive mask shop would probably be a preferred supplier once business picks up. Meanwhile, of course, maintaining equipment without orders is expensive. Katherine