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

To: LittleMax who wrote (733)	11/16/1998 10:02:00 AM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 955

>> The first issue is my claim that MASK is relatively undervalued next to DPMI and PLAB and absolutely undervalued in terms of standard valuation measures, e.g., P/E. It does not appear to me that any of the other comments on this thread or the related threads have put a dent in that claim.<< A claim regarding which I have no opinion, positive or negative. >>The second issue is your claim that 0.25 is the current standard or, at a minimum, that it is not far off. (I hope that phrasing is acceptable.) I agree that .25 is the current technical standard. I'm questioning whether it is the current business standard. I suspect that a lot of profitable business is being done at larger sizes and will continue to be done at larger sizes for some time. The transition to .25 in a business sense (not just a technology sense) is taking place and will continue to take place over the next year or so. ... If you know where the sales volumes are published on this point, please share it with us. << I do not have specific sales volumes for different mask types. If I were looking for that information, my sources would be Dataquest, ICE, the Intel mask survey, and mask supplier SEC filings, in roughly that order. Katherine