Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Katherine Derbyshire who wrote (779)	2/14/1999 10:14:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 955

Kd---Well, clearly you are, as usual, right on top of the subject. Yes, the thrust of your response appears clear, although it is my understanding that LSI, as well as those "IP" suppliers, has a fairly large library of reuable modules ((as well as the large fixed cost of their fabs, to be sure)). Given the premise that there has recently been something of a deficit in capital investment as regards fabs, wouln't the owners of the more modern, existing fabs be in a position to reap especially large margins in the event that the move to narrower line widths were to resume its earlier pace? ((Which we DPMI investors would welcome)) TSO