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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI
PLAB 21.71-4.3%Nov 7 3:59 PM EST
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To: Joe Dancy who wrote (35)3/21/1997 11:44:00 PM
From: Douglas V. Fant   of 388
 
Joe,

Thanks, I agree. I am out of the oil industry, and our strategic 5-year plan suggests that commodities in general are beginning a slow but consistent demand-driven price rise. In addition, the entire world economy generally is in a growth mode for the first time since 1971. I.e., inflation should start to pick up.

Those long-term trends of rising economic activity and rising inflation trends (which in turn causes arising dollar) bode poorly for bonds, and large-cap multinationals but bode well for domestic small cap stocks. Often in any year where the NASDAQ makes no gain by the end of February, then the NASDAQ will be flat for the entire year. So we may see no action for some time. But when it comes, then it will be fast, so if you invest in small cap stocks, then you can't afford not to own the possible "bottle rockets" in the group. Look at GSNX- if you did not own GSNX from about December 31st to Jan 15th, then you missed a 75% price rise. With a small float, I've got the feeling that MASK is similar....

Also there's a good chance of MASK being an acquisition target with so many large cap equipment stocks sitting upon healthy amounts of cash.... Finally absolute worldwide chip demand seems to be in an upmode too....

Sincerely,

Doug F.
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