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: dlc who wrote (259)	11/7/1998 9:38:00 AM
From: Crossy	Read Replies (1) of 388

DLC & all, Regarding Mask-makers I'm under the impression that the market punished the whole group recently. With PLAB & DPMI downgrades hitting the street, many thougt MASK should be next. To asses the situation at arm'S length, I think it would pay to find the following insights 1) MASK specifically mentioned 0.25 (QMI - quarter micron), PSM (phase shift masks), OPC etc. What about gross margins in these segments in contrast to MASKs old product line (up to 0,35/0.5) ? Is there a remarkable difference ? 2) Since the competition that PLAB & DPMI specified in their earnings warning(s) can only be MASK and some captive shop, it would be nice to find out whether PLAB & DPMI are responding to it with price-cuts of their services.. Any info on these matters ? best regards CROSSY

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