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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (14705)7/9/1998 1:23:00 PM
From: Czechsinthemail  Read Replies (1) of 17305
 
PLAB does look seriously discounted, but I thought that part of the attraction of the mask companies was supposed to be their relative earnings stability balanced against a less manic upside for some of the other companies during boom times. With PLAB issuing a warning of 7-10% revenue declines, we seem to be seeing some significant contraction in their business. Does that suggest 1)PLAB may be losing market share, 2) there may be less risk adjusted potential among the mask companies or 3) we may see much more serious problems elsewhere among the semi equips?
Baird
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