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%

3:59 PM EST

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To: Carl R. who wrote (278)	12/5/1998 2:21:00 AM
From: Jerome	Read Replies (1) of 388

Carl, Thanks for you comments. I agree with your view on UTEK. This might be Bob Brinkers favorite stock, but relative to earnings (or lack of them), and they fact that they badly missed earnings about five quarters in a row, I have little or no faith in them at the moment. I feel that the masking business is being underestimated because because of a slew of everyday appliances that are being marketed with more sophiscated chips than two years ago, and they all require new chips. I believe that you approach in owning all of the mask makers is the best one. And in this industry, The stocks you mentioned are probably 90% of the market. Good Trading, Jerome

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