Photronics [PLAB] Message Board

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Technology Stocks : Photronics [PLAB]

PLAB 33.73

+0.2%

Dec 26 9:30 AM EST

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To: Artslaw who wrote (390)	2/17/2000 9:06:00 PM
From: Artslaw	Read Replies (1) of 424

OK, I listened to the conference call: They recently delivered a bunch of info to the Department of Justice. Assuming no additional information is needed, the deal should close mid March to early April. Align-Rite is going to have a vote on the proposal (0.85 PLAB per MASK) in mid-March (at their next shareholder meeting). Mentioned MASK's earnings were below expectations, which the CEO essentially said meant that a merger would benefit MASK. To me, it means that MASK is in no position to ask for a better deal. I don't see any problems, and didn't hear anything indicative of fear--will buy more MASK tomorrow (and vote in my own favor in March :). PLAB has a lot of analysis coverage (compared to some other similar-cap companies I follow). PLAB call sounded pretty confident, and very shareholder-oriented. Check it out (there is a link on the Photronics web page). Steve

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