Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI Message Board

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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI

PLAB 23.26

+2.8%

3:59 PM EST

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To: Carl R. who wrote (350)	9/21/1999 10:26:00 AM
From: Ira Player	Read Replies (1) of 388

The stock will stay at a discount to the merger price until it has passed the regulatory hurdles. Remember, there were only 3 major players in the US, now there will only be 2. It could be blocked, with DPMI possibly arguing that it should be. When FEI purchased Micrion, each share of Micrion was "worth" a share of FEI plus $6 worth of FEI shares. Micrion should have sold for a fixed $6 more than FEI. However, it hovered at a premium of $3 to $3.25 until it was approved by our government watchdogs, at which point it jumped to a premium of $5.875 and held there, sometimes slipping to $5.75. It's the "Government" and uncertainty in how they will react that hold it down. All in MHO, of course. Ira

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