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: Doug Skrypek who wrote (238)	10/22/1998 4:16:00 PM
From: dlc	Read Replies (1) of 388

I've spent a lot of time this week studying MASK, PLAB, and DPMI. I can find no basic reasons for the lower PE of MASK. The just bought a bunch of leading edge ETEC machines to do .25 micron masks so they are current with the latest technology. They have about the same customer mix as their competitors with the advantage of having almost no Asian exposure so the big dips in Korea and Taiwan have not affected them. When the analysts start to realize that they are playing in the same league as PLAB and DPMI their PE should be in line with the others. A nice double in the stock price

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