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 22.59

+4.0%

3:47 PM EST

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To: Kevin Grossberndt who wrote (6)	9/15/1996 12:16:00 AM
From: Stratajema	of 388

Photomask companies certainly appear to have a "stronger" stock price than other types of semi-equipment companies. But I thought I read somewhere that half of all semi-equipment sold is purchased by makers of DRAM chips. And makers of Dram chips certainly make other types of chips as well but could their Dram woes keep them from moving forward in making equipment purchases? I feel compelled to question the logic of the EVEREN analyst. If the EVEREN analyst's findings are correct, then the most undervalued semi equipment stock out there is FSII which manufactures cleaning equipment, has (allegedly) low DRAM exposure, and trades at 1.15x book value. I'm not trying to pump up demand for FSII, however, since cleaning equipment like photomasks are needed for all other semiconductor applications besides DRAM manufacturing, there could be some significant upside to the stock. I will research the relationship between EVEREN and Align-Rite and report back to this thread. This may be a case of their closest analyst helping out the company's stock price for self-serving reasons. Regards, David

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