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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI
PLAB 22.68-2.5%Nov 6 3:59 PM EST
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To: Doug Skrypek who wrote (200)5/12/1998 10:18:00 AM
From: Joe Dancy  Read Replies (1) of 388
 
You are right Doug, the fact that they are a half step behind is part of their business strategy - the costs are much lower, and while margins are thinner the chance your cutting edge development expenses will go for nothing should the equipment or technology not work or sell is less also.

There seems to be plenty of work for them to pick up, and a lot of companies use them as a backup or second source I was told a year or so ago.

PLAB is cutting edge, but you pay for it in the current valuation IMO. Both are attractive for different reasons.

Joe
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