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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: dlc who wrote (259)11/4/1998 9:08:00 PM
From: Crossy  Read Replies (1) of 388
 
Dlc,
I had the same feelings. Initially I thought myself that the current quarter will be a mixed bag although all estimates should be met because I'm aware of the lead.time. Does anyone know about the CC - Has it yet been conducted ?? Could anybody fill in here ?

Anyway, no downgrades yet in MASK. If the CC tone lived/lives up to this, we have a competitive, neutral with slight upside bias (since we are gaining market share). But next quarter when revenues from quarter micron production finally moves in should provide for the REAL BIG BOOST.

I think that after the maskmakers are punished all alike and the semi-eqip downgrade festival has finally ended, it would be a good opportunity to load up another bunch of MASK.

best regards
CROSSY

BTW: found it at Yahoo, CC was conducted, no negative news inside. As soon as I sold my PWAV (next 3 weeks) I will load up more of MASK...
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