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: Johnnie W. who wrote (228)	8/13/1998 12:01:00 PM
From: Rob-Chemist	Read Replies (1) of 388

I agree completely with your sentiments, especially since I own some MASK along with some PLAB. Presently, MASK is doing somewhat better than either DPMI or PLAB in terms of sales/earnings growth. This is probably due to their minimal exposure to Asia, whereas DPMI and PLAB have significant Asian exposure. The US market is particularly attractive for mask makers due to the high concentration of ASIC and processor chips, which are generally not produced in huge volumes, they change design reasonably frequently (i.e., whenever the engineers design in new functions or do a shrink), and which can be very complex (up to 6 layers of metal). Presently, I am tempted to either add more MASK or buy some DPMI. I will probably wait for at least a month or so, at least in the case of DPMI, since its price could well drop below 30 on more Asian scares.

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