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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: Investor2 who wrote (300)3/11/1999 10:51:00 PM
From: Joe Dancy   of 388
 
I2 - MASK does not plan on using UTEK equipment - went with another maker due to the fact that they thought that the other equipment was further down the road. I can't recall his exact explanation but it is in the interview at audioinvestor.com

The good news is that MASK is selling at a PE of 10 versus 30 for PLAB and DPMI, yet the return on equity is 50% higher than those companies. If you own MASK, or are thinking of adding it, the interview with the CEO is worth listening to.

I came away positive from our discussion FWIW, and like the company.
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