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: Jerome who wrote (248)	10/28/1998 7:17:00 PM
From: Crossy	of 388

Jerome, first of all my "home turf" is strategic planning. But the "hedge fund" theme is not out of my home town at all <g>. I know that MASK had a spike today but that was the start and the end of the party - at the same time. I got one company that I really feel undervalued and got nice growth prospects: COHR Coherent. It's larger than MASK but got less analyst coverage <g>. Now around $10. One of the biggest laser manufacturers. ETEC is a near monopoly right now. TI2 (Tech Investor 2) on this thread is very knowledgeable on the processes and the driving forces in the mask writing niche. But it may face erosion of its monopoly thanks to UTEK. Other plays ?? Difficult right now. I will list some of my favourites: First it's CPQ. They are digesting the DEC purchase. Finally the Alpha chip got into capable hands <g>. I like their role model. This is the ONLY boxmaker with a strategic plus in terms of vertical integration. Expect Alpha servers to reach stellar performance. While Intel tries to go for the RISC-camp $$$, DEC's business model will surely create a strategic answer. My guess is they will create a cheapo-RISC server that outshines the competition. Probably based on the new Alpha chip. Profits are sure to follow. They WILL outclass Intel if this strategy unfolds. Secondly it's: AMD. They are intertwined with CPQ because they licensed the EV-6 bus architecture for the K-7. This was a good thing for both parties. AMD got access to a bus scheme that's superior to Intel'S offerings. CPQ got access to a channel supplying value-oriented core-logic solutions (VIA, SIS, UMC etc.). Both should be very happy. This means: Asian mainboard makers will make mainboards that can take hold of BOTH: the AMD-K7 and the CPQ-ALPHA21264. One will be very happy to watch this alliance forming: I guess it's Bill Gates Thirdly : Telecom Segment. Look to International Wholesale Carrier: STRX - Star Telecom. This company is growing nicely, Price to Sales Ratio is under 1 and profits are rising. Stock down to $13 from $38. Finally ? Hard to say. Perhaps this one: watch a post Chapter11 reorg play. It's far too early to get in but after 2 quarters You will find out whether the company is nicely on track. It's a grocery stock (no tech !): GUCO. In fact this summer, I had only 2 profitable trades: LLL and DEPCC (Haircare). The latter was such a play. They did all their homework and were acquired by Henkel of Germany. Last but not least: watch the stepper makers: ASMLF, UTEK, SVGI. They should gear for a brighter day. Oh yes - right now I do not advise anybody getting into CYMI - dangerous for the moment.. best regards CROSSY

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