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 9:30 AM EST

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To: Joe Dancy who wrote (154)	11/29/1997 12:35:00 AM
From: Jerome	Read Replies (1) of 388

Hi Joe, A visit to Everen Securities resulted in the following explanation for the downgrade of Mask. DPMI has declined 50% off its highs while PLAB has declined 30%. The author of the report surmised that if the bellweathers of the market (DUPONT) had a 50% decline than surely a lesser company such as Align-Rite should also correct in a like manner. Its like saying if you do something stupid I'll do something equally stupid so we will both be equal. The author also felt that because Align-Rite did a lot of work for the Thin-Film head Disc Drive Industry (APM and RDRT) and because they were experiencing pricing pressures Align-Rite would also feel pricing pressure and hence a lack of revenue growth in the next few quarters. To me it seems like a lot of iffy assumptions. The author in my opinion is not not looking into a crystal ball but hovering over a mud puddle. Stay with Mask in another six weeks the situation will clarify itself. Regards, ... Jerome

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