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 22.68

-2.5%

Nov 6 3:59 PM EST

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To: Joe Dancy who wrote (214)	7/21/1998 1:15:00 AM
From: Jerome	Read Replies (1) of 388

Joe, Do you have any idea when Mask will report earnings. I e-mailed the company a few days ago and got no response. The last report was on June 2, but that was a year end report. The buy recommendations in the face of mounting concerns of other companies earnings I view as a good sign.Likewise Mask's purchase of 25 million dollars of new equipment, when other companies are undergoing significant belt-tightening is another good sign. A few weeks ago the President of ETEC was on CNBC, explaining that regardless of when or if new fabs are going to be built, the photomask business will still expand dramatically this year and next. Die ahrinks to .18 microns will drive the masking business regardless of how SEA plays itself out. Of the group of tech stocks that I own, only MASK, ASYST, and COHU and possibly VLSI have the potential to maintain good earning i9n this tough market. If you or other thread watchers now the earnings reort date, please post it. Thanks.........Jerome

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