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: Stratajema who wrote (5)	9/16/1996 9:14:00 AM
From: Christopher Brainard	of 388

David, I have been following FSII since their 3rd quarter earnings release of fiscal 1994. Watched the stock run from below $10 to over $35. Found the stock during my daily review of company earnings reports in the WSJ. I look for small companies on the NASDAQ with growing earnings and revenues that are selling at below growth rate PE's. FSII was one that got away. As the stock began to fall, it returned to what I considered an attractive buy range. Too bad this range was a few points above todays prices. I agree with your summary of the company and its near term prospects. What are you expecting for the 4th quarter earnings? Company forcasted $300 million annual 1996 sales when announcing 3rd qtr results. This would mean over $100 million sales for the 4th quarter and a great comparison to 1995. But this number seems high relative to 3rd quarter 1996 and current conditions in the semi-conductor equipment market. What every happens short term, FSII will be a good investment over the next two-three years, or so I hope. Chris Brainard

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