Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI -- Ignore unavailable to you. Want to Upgrade?

To: Capitalist who wrote (114)	10/24/1997 10:44:00 PM
From: Doug Skrypek	Read Replies (1) \| Respond to of 388

Guys: Stop worrying, MASK is a screaming buy. The world is not coming to an end. Would they have just spent $10 mil on new equipment if mgmt didn't see increased business? Take advantage of the panic and add to your positions!!!!!!

To: Capitalist who wrote (114)	10/25/1997 10:32:00 PM
From: BillyG	Read Replies (2) \| Respond to of 388

Is MASK slowly losing business as more and more companies switch to higher-end masks? I don't think so. There's plenty of non high-end work out there for MASK. Some have even suggested that there is more work out there for MASK if DPMI and PLAB are ignoring the bread and butter mask business. With all the money DPMI and PLAB are investing in high resolution and phase shift mask facilities, you've got to believe that MASK's cost structure is better than DPMI and PLAB. We'll find out on October 30. Joe or anyone else, do you have any comments?