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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI
PLAB 22.58+4.0%1:52 PM EST

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To: Christopher Brainard who wrote (19)10/30/1996 9:09:00 AM
From: Robert Schling   of 388
 
Thanks for the info.

The DPMI numbers looke great, but I'm holding off on an eventual purchase until after the elections (I want to diversify my industry exposure beyond MASK). We may also be entering another tech stock "fear" cycle:

Sep95-Jan96: Fear
Feb96-Jun96: Greed
Jul96-Aug96: Fear
Sep 96-Oct96: Greed
Nov96-? ?

MASK just announced a new 20 million USD plant in Wales, part of their European expansion plan. If they announce it just before the earnings, business can't be that bad...

Just a hunch about better than expected earnings next week.

Robert
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