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Technology Stocks
Dupont Photomasks (DPMI)
An SI Board Since June 1996
Posts SubjectMarks Bans Symbol
955 24 0 DPMI
Emcee:  Shankar Kumar Type:  Unmoderated
Introduction Market Data Compact
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730 K.D. gee, I hope we aren't drawing any lines at .25...yet. You've addDuane L. Olson-11/16/1998
729 Rob...Touche!... Exactly the point... When conditions are most difficult in theDuane L. Olson-11/16/1998
728 Katherine, hello again...I "took the summer off" . thanks for the conDuane L. Olson-11/16/1998
727 >>Based on your experience, can you compare the "typical" cost dlc-11/15/1998
726 >>1. The tenor of your posts suggests that .25 is where we draw the lineKatherine Derbyshire-11/15/1998
725 I must say that I have really enjoyed the conversation on this thread, and justRob-Chemist-11/15/1998
724 Katherine: MASK at .25, etc. 1. The tenor of your posts suggests that .25 is LittleMax-11/15/1998
723 >>With regard to the Intel prediction, only the critical layers in theirKatherine Derbyshire-11/14/1998
722 >>It does nothing, however, to affect my analysis that MASK is sKatherine Derbyshire-11/14/1998
721 Katherine, re: my earlier post Thank you for your response. It appears we havLittleMax-11/14/1998
720 One of the problems with evaluating the "high end" mask contribution Bookdon-11/14/1998
719 Katherine, I would like to respond to one of you comments: >>On these podlc-11/14/1998
718 Thank you for your detailed analysis. My hypothetical was, in fact, purely hypKatherine Derbyshire-11/13/1998
717 Frankly, Katherine, there is enough information to judge. Your hypothetical inLittleMax-11/13/1998
716 Look at MASK Post #264. It provides a pretty good answer to your question.dlc-11/10/1998
715 I haven't looked at it closely, but I think both DPMI and PLAB have more exKatherine Derbyshire-11/9/1998
714 Katherine, do you have any insights into why MASK's revenue and profit grSKIP PAUL-11/8/1998
713 Katherine, I am not suggesting dumping DPMI nor putting lots of money into MASKdlc-11/6/1998
712 >> Are you saying that ignoring performance, and investing on the basis oKatherine Derbyshire-11/6/1998
711 >>Absolutely. I've spent the last several months making exactly that dlc-11/6/1998
710 >> Katherine, my premise is that market share changes and you have to looKatherine Derbyshire-11/6/1998
709 Katherine, my premise is that market share changes and you have to look at who dlc-11/5/1998
708 There isn't enough information there to judge. Let's say, hypotheticallKatherine Derbyshire-11/5/1998
707 Hmmm Let's see if I have this straight....you have all the info you need toDuane L. Olson-11/5/1998
706 Let's see if I have this straight. DPMI gets downgraded, PLAB reports ongoidlc-11/4/1998
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