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 21.71

-4.3%

Nov 7 3:59 PM EST

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To: Stratajema who wrote (13)	9/17/1996 7:56:00 AM
From: Christopher Brainard	of 388

David, I agree with you that FSII is a good company selling at a cheap price. If it spikes to below book value, I would (will) jump all over it. Right now my big position is in a company unrelated to semi-conductors. SBSE (SBS Technologies) is a great little company nobody follows (see my messages under Misc-Tech companies). It still has some upside to go before it reaches fair valuation. I will sell some of my position and plan to put a portion of the proceedes into FSII and others in the equipment industry. Things are starting to turn for this industry, improving Book to bill and Intel's announcement yesterday afternoon, are leading signs !! Chris Brainard

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