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 21.71

-4.3%

Nov 7 3:59 PM EST

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To: Robert Schling who wrote (26)	3/6/1997 10:27:00 AM
From: Robert E. Frank	of 388

Robert, sorry to be chiming in so late after your conversation, but I am just coming on board. ETEC is the so much the market leader that none of the three companies you are talking about use anything else. Check the guide published by Reynolds Consulting for exact equipment list if you want to see for yourself. Sounds like a good position, BUT there is a problem. ETEC equipment is very pricy and is a major capital investment for companies this size. (Around 7.5 million for a system scheduled to go into the DuPont Kokomo, IN facility this year.) The boom and bust cycles keep flushing their talent pool and the constant demands for development of new/improved tools means they have very high costs. Someone once quiped that ETEC was an R&D operation maskerading as a business. This is probably a good time for them. Might not be bad if you can judge when to jump on and off.

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