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: Henry D who wrote (280)	12/7/1998 4:43:00 PM
From: dlc	Read Replies (1) of 388

I agree with your assesment of MASK. When the street realizes what they are doing the price will move up. I am not clear how UTEK got into this business. Their traditional market of steppers uses very different technology. I don't know how they were able to build a mask making machine. Did they buy a company? I work in the electron microscope field so I am very familiar with e-beam equipment. I would expect that UTEK will have a tough time being competitive. Adding to that, I would expect JEOL and Hitachi to try and grab some of the business away from ETEC. These two companies have more e-beam expertise than probably any other companies in the world. In that environment I don't know how UTEK can compete. What am I missing?

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