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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Lighthouse who wrote (5347)	5/8/1998 4:30:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 10921

I own a boatload of PLAB (OTC - $33) with a basis of $2.95, but right now I think the better value is MASK - Two analysts have a "strong buy" on MASK, and five have a "buy" recommendation. Based on the consensus earnings estimates for the fiscal year ending 3/98 (note we are well into the fiscal year) the forward price-earnings ratio is 11.0. With an estimated 5 year earnings growth rate of 20.0% annually the estimated growth rate/forward price-earnings ratio is 1.8 - a strong buy. The price-to-book ratio is 1.9, and the company carries no debt. The market capitalization is $70 million - a microcap. I'm now buying a boatload of MASK to go with PLAB, although both PLAB and DPMI are more advanced technology wise. Hopefully neither of my boats will sink :) Joe