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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 (232)9/1/1998 8:26:00 PM
From: Jerome  Read Replies (2) of 388
 
Joe, Mask until this past week has done better and looks better than than most of the tech stocks in this sector. Is it likely that Mask has beaten earnings estimates because they have concentrated on the European market. Having a facility in Wales, must certainly result in lower overhead than Berlin or London, or Paris. The European market is expanding, unlike SEA. I found it impressive that MASK spent $20 mil
(almost two quarters of revenue) to purchase two of ETEC's machines. They must have big future plans to spend so much at one time. And they did this when other companies were putting off spending plans. The current price of about $10.00 is one that will not last for long. Am I missing something in this unscientific analysis of a greatly unappreciated stock? Do you know how the two ETEC machines were financed? Were they purchased out of cash flow, or does Mask have some debt to be repaid. ..... regards Jerome

OT Your web site is always a good source of information and Iam curious if you are still recommending SECX... or is it time to move on to something else. Today I swaped out part of my SECX position for some NANO in the belief that NANO would recover sooner. Any thoughts on the matter?
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