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Technology Stocks : Cerprobe (CRPB)
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To: Lenny Ehn who wrote (171)7/14/1998 2:36:00 PM
From: Herschel Rubin   of 201
 
Lenny, Off-Topic...

Just curious, of the mask companies, which is your favorite? I assume PLAB because you invested in it, but there is also DPMI and MASK. What made you choose PLAB?

I'd like to keep an eye on them because they are also trading at low PE's and will move up quickly when the design cycle turns. But it will be tricky to get into position before the design cycle changes because it won't necessarily turn when the chip oversupply problem works itself out.
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