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 (284)	12/22/1998 8:49:00 PM
From: WTSherman	Read Replies (1) of 388

My logic about this past quarter is pretty simple. Semi production has been down and mfg. have been trying to hold down expenses by delaying introductions of new designs until their inventories were under control. The combination of lower production levels(longer calendar life for masks) and reduced new design deployment was bound to take its toll on MASK. I think the company's assessment about a rebound in business is probably pretty accurate. The one issue for MASK is their production capability for smaller die size masks.

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