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

To: Rob-Chemist who wrote (742)	11/18/1998 12:44:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 955

Their customers probably don't telling AMAT their precise 0.25 micron ramp-up plans. Also, I didn't actually listen to the conference call myself, but am just passing along notes from the AMAT thread: Message 6458273 However, my guess would be that these are mostly sales for immediate use at 0.25 micron. The industry appears to have more 0.35 micron capacity than it needs already--see the discussions on this thread about overcapacity and ASPs. If the equipment weren't going to be used at 0.25 micron until next year, the companies would probably wait to buy it until next year. Katherine