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 (243)	10/25/1998 2:45:00 PM
From: Bookdon	Read Replies (1) of 388

Jim has focused on the low and mid-range masks, leaving the very costly (in R&D efforts required) high-end market to PLAB and DPMI. I believe that the "leading edge" mask market is very limited, since most of these players either have a captive mask shop (IBM, Intel), or are involved in a cooperative mask effort (as are Motorola, AMD, and Micron Technologies with the DPMI joint-venture). That means that very few high-end masks are actually purchased on the open market. Jim has carefully watched his costs, and has a very efficient operation. As long as he holds course, I think that he will outperform PLAB and DPMI. His lack of exposure to Asia was pure serendipity, but he can lever that into a strong position.

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