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

To: Carl R. who wrote (744)	11/25/1998 8:54:00 PM
From: LittleMax	Read Replies (1) \| Respond to of 955

Carl R, re:APM I was in APM two years ago and got out when I saw that the transition to MR was going to leave them behind. I don't think you can compare the transition from thin-film to MR to the transition from .35 to .25 or below. The MR transition was a much larger technological leap (as dlc pointed out). I'm sure that somewhere in the DUV range (and certainly the transition to post-optical) represents the leap that will leave old technologies and old companies behind. I just don't believe that .25 is that type of transition. Accordingly, let me rephrase the question: Is anyone aware of any other tech companies with a return on equity of 18%, a P/E of 8, more than a few quarters of sequential revenue growth (or some similar combination of these factors) AND a product whose demand is likely to be maintained (more-or-less) while the company transitions to the next generation technology? I believe this phrasing includes MASK and excludes APM. I'd be happy to evaluate it on a strictly financial and economic basis (I am an economist) and post the results.