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: Stratajema who wrote (7)	9/15/1996 10:21:00 AM
From: Robert Schling	of 388

Align-Rite's 1996 annual report cites the trend towards more outsorcing of photmasks as an important growth driver for the company (above and beyond overall market growth). In 1995 61% of all photomask volume came from independents, wheras 39% was captive. Projection for 1999 is: 73% independents, 27% captives. This would add 5% to market growth. Can anybody confirm/comment? Robert

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