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 23.26

+2.8%

Nov 5 3:59 PM EST

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To: SKIP PAUL who wrote (288)	12/24/1998 1:40:00 AM
From: akmike	Read Replies (1) of 388

Skip-What specifically troubles you about the balance sheet and the current ratio? I'm looking at the last YE statement and it shows a current ratio of 1.67; this seems to be more than adequate for a firm with the only funded debt being equipment-vendor financing for new state of the art machinery. This is a small company and lacking in the financial capacity of PLAB and DPMI, however, their conservative approach to growth has produced both a relatively strong balance sheet and reduced earnings volatility. It appears to me that the modest pullback in the face of the earnings warning demonstrates that the stock has moved to stronger hands and the prospects for MASK benefitting from the improving industry fundamentals is good. Thanks to Joe Dancy and others who have posted here. My position is about 2/3 established and I wish all of the shareholders a prosperous 1999 and a very Happy Holiday season! Best to all, Mike

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