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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: Albert Mou who wrote (250)10/30/1998 6:27:00 AM
From: Crossy  Read Replies (2) of 388
 
Albert,
this ignorance shouldn't last forever. I think of it as an opportunity. MASK executed their plan very well and the plan itself was the way to go this time. I wouldn't be surprised if they are now looking into INCREASING their presence in SEA, now that the others burnt their hands there <g>.

I don't argue with You on KLAC, AMAT. Both should rebound with the industry getting out of the trough. But for me they are not candidates for real BIG gains. (In excess of 100%). MASK surely is in the long term (more than 1 year)

best regards
CROSSY
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