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Technology Stocks : FSII - The Worst is Over?
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To: Sparky65 who wrote (1216)7/16/1997 4:49:00 PM
From: Joe Dancy   of 2754
 
MASK is the Chrysler of the big three photomask makers - the others being DuPont Photomask and Photronics (PLAB). I had bought into PLAB a few years ago at $6 - it closed today at $52. Thanks to Don's excellent work I was afraid PLAB was getting overvalued (I don't want to sell and pay taxes, plus long term I think it's going higher), but Don's chart indicates that on next year's earnings PLAB has a PE of around 20.

To diversify, I figured I'd add MASK to my porfolio instead of piling onto the PLAB position which has become rather significant. MASK is much cheaper because it is the small fry of the group, does not have quite the technical mask making capability of the other two or the financial resources, is a small cap so institutions can't pile in as well, just went public about a year ago (sooner than they would have liked according to the company, but they want to take advantage of the market at the time) - but MASK is expected to grow eps at 16% a year for the next five years. Of the three analysts who follow, all have a buy or strong buy as I recall.

Somewhere Andrew Vance exposed his opinion of MASK on the SI thread which is interesting to read - he pretty much says what I just summarized but in a more coherant, understandable manner.

The risk at this price is low, in my opinion, which is the way I like them - although it was a better buy a month ago when it was around $12 - it's still cheap. The estimated 5 year growth rate to current PE ratio is around 1.5 - a buy in my book.

A somewhat dated summary of why I like is at members.aol.com

Best - Joe
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