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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: Henry D who wrote (240)10/23/1998 9:49:00 AM
From: Joe Dancy  Read Replies (1) of 388
 
I would expect the earnings here to come in close to what analysts are predicting - if not a little better. No source or reason, just this segment of the industry has a little more consistent earnings than some of the other companies and is a little easier to predict.

Company is undervalued IMO, and it the most attractive semi equipment stock that I follow - members.aol.com

PLAB is also attractive, but I have to agree the discrepancy in valuations between the companies has been a little too large IMO. Both companies are well managed and will do well.

Best - Joe
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