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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI
PLAB 22.50+3.6%Nov 10 3:59 PM EST
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To: Christopher Brainard who wrote (9)9/16/1996 3:19:00 PM
From: Stratajema   of 388
 
I've made lots of comments about FSII over at that thread. While FSII
has a strong base at $10.25 X $10.50 I am concerned because FSII
apparently is THE most undervalued semi-stock based on stock price
to book value, stock price to sales per share, trailing P/E. In fact after reviewing twenty major semi equipment companies with sales over $100M, FSII was dead last. I think someone knows something I don't and so I'm betting it could spike to sub-book but I admit I've been wrong before. Today NVLS, UTEK and and KLAC rallied which is confusing because these companies like FSII are also front-end suppliers for semi operations. And it has been reported that FSII has low DRAM exposure. The mistake FSII management is making is waiting to Oct. 13th to release earnings where if they cared about maintaining investor confidence they would have at least provided guidance estimates at FYE 8/31/96.

I'm still learning about mask companies like Align-Rite and the most immediate concern I have is the 60% attrition rate of mask companies during the past 9 years. Based on stock prices of mask companies it appears I stand alone on that concern.
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