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 22.50

+3.6%

Nov 10 3:59 PM EST

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To: Christopher Brainard who wrote (25)	11/12/1996 6:44:00 PM
From: Robert Schling	of 388

MASK is the smallest of all three (MASK, PLAB and DPMI), and that may be the reason for a more conservative P/E (despite great ROE, etc.). I now have my doubts about ever seeing a real run-up on this stock, it will just keep beating the market over time...but I´ll trade on the dips (the last one down to 9 was a good one) while holding a long-term position. I just picked up some PLAB and am waiting on a DPMI pullback. Investing in the whole industry seems like an OK strategy, and I´ll stay overweight in MASK for now, to balance out if valuations converge. Have no informed basis to pick the real intermediate-term winner among this trio. I thought of picking up ETEC after the drop, but didn´t :-( and threw some money at Octel instead because of the more attractive valuation. Is ETEC in a market leadership position (that's always my first question before jumping into a stock with little time for research after seeing it get destroyed by the street)? For now, I´ve nothing "brainier" than this to add. It´s getting late (in Europe). IMHO Robert

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