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 22.50

+3.6%

3:59 PM EST

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To: Christopher Brainard who wrote ()	9/12/1996 10:01:00 PM
From: Stratajema	of 388

I'm just starting to investigate semi equipment manufacturers and I've noticed that the general trend is for the "smaller" companies to be priced closer to their book value and have a lower trailing P/E ratio then the "bigger" companies. As a self-proclaimed bottom fisher this seems strange to me. IMHO, during tough times smaller well-managed companies are more willing to move faster to control costs. Ironically, some of the smaller companies have more cash on hand than the bigger companies that have twice the sales. I believe the key to investor survival is to pick the smaller more agile companies that have award winning products, lots of cash on hand, and great management. I've ordered investor packages on the photomask companies you listed. I think DPMI is priced higher because of its recent IPO. Are these the only three players in the photomask business? I thought there were more. Regards, David

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