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 21.71

-4.3%

Nov 7 9:30 AM EST

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To: BillyG who wrote (117)	10/26/1997 8:22:00 AM
From: Joe Dancy	Read Replies (2) of 388

A agree with your comments. Even if this quarter's earnings do not meet expectations, and I think they will hit the consensus or come close, long term they have a nitch here. <<There's plenty of non high-end work out there for MASK. Some have even suggested that there is more work out there for MASK if DPMI and PLAB are ignoring the bread and butter mask business. With all the money DPMI and PLAB are investing in high resolution and phase shift mask facilities, you've got to believe that MASK's cost structure is better than DPMI and PLAB.>> Joe

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