Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI

PLAB 22.59

+4.0%

3:47 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stratajema who wrote (7)	9/16/1996 9:54:00 AM
From: Christopher Brainard	of 388

David, Everen Securities has followed MASK for a while. I have a April 1996 research from them rating the stock an outperformer. DNB Capital Management and Kemper Securities were also recommending the stock in September 1995. Kemper and Cruttenden Roth were the IPO uderwritters. I agree with Everen's comments and see no self-serving motivation. As I understand photo-masks, if a semi-conductor manufacturer was to make a new integrated circuit for a new or existing customer, they will need a new photomask (blue print) to do so. Thus photomask growth will be dependent on the growth of new kinds/types of integrated circuits. Photomasks are thus an 'inprocess' type of expense for the manufacturers. New equipment like that made by FSII will follow the capital expenditures of the equipment manufacturers. With demand for NEW equipment down, FSII's growth is likely to be flat for awhile. Chris Brainard

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next