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


To: Doug Skrypek who wrote (115)10/25/1997 8:50:00 AM
From: Joe Dancy  Respond to of 388
 
I agree Doug. MASK is well positioned here, they are not losing market share and are the most undervalued of the big three mask makers. The earnings of mask makers are somewhat more stable than semiconductor companies - less cyclical - which to me adds stability, or should, to the price. I would not have bought more at $24, but like the current price and the risk/reward ratio here.

Best - Joe