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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI
PLAB 21.71-4.3%Nov 7 9:30 AM EST

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To: Joe Dancy who wrote (82)9/23/1997 7:42:00 PM
From: shasta23   of 388
 
HI JOE!

I read this thread and the other short-lived thread about MASK. You seem to be very knowledgeable about the company and the industry.

www1.wsrn.com

This website shows in the bottom the earnings over the last five Q's without any great changes and not/if all growth. On the other hand it seems that estimates for current year eps are 1.30 and for next year 1.55 which is nice growth. Is there any reason why they should increase earnings since looking back they didn't?
I read in a posted article about dupont's masking arm that the transition to 0.35 micron chips is driving prices and also margins up. Is that the reason? could you explain -mabe again- why you see the company so positive? I compared the data of DPMI and there also the analyst have a positive outlook for the future. I just don't understand why... do you? Please help!

Stefan
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