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: Robert Schling who wrote (8)	9/16/1996 9:35:00 AM
From: Christopher Brainard	of 388

Robert, Your numbers look to be in the ball park when compared to a six year forcast put together by Everen Securities. They are looking for the independent market for the North American/European market to grow from 64% in 1994 to 77% in 2000. Align-Rite's market share is forcasted to grow from 9.5% of this market in 1994 to 13.9% in the year 2000. Japan, which is about 35% of the World market is not included in the above numbers. Their market is quoted to be almost 100% captive (Big surprise) and relatively high cost compared to our market. If this nut gets cracked, growth for the independent photo-mask companies could really get a shot in the arm. Chris Brainard

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