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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: Steve Smith who wrote (101)10/10/1997 11:46:00 PM
From: Bookdon   of 388
 
I heard an interesting piece of information from an employee who just left DPMI. He claims that DPMI is putting smaller (less than $10 million per year in mask purchases) on "allocation", alowing them only 2/3 of what they normally get. Business is also being turned away, if it is a small customer that orders infrequently. This is good news for "second tier" mask-makers like MASK, and should allow pricing increases.
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