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

To: Duane L. Olson who wrote (781)	2/14/1999 10:36:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 955

>>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))<< Yes, certainly. Subject to all the usual supply and demand stuff--if it gets built faster than it gets used, prices and margins will drop. Re: LSI and ASIC houses, any transition away from them is likely to be very gradual. They could end up converting themselves to something closer to the fabless-partnered-with-foundry model, for instance. Katherine