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

To: LemurHouse who wrote (198)	5/12/1998 9:06:00 AM
From: Joe Dancy	Read Replies (2) \| Respond to of 388

Andrew: I own PLAB and like the company at the current prices - but I think MASK is a compelling buy at the current price also for the following reasons: Two analysts have a "strong buy" on MASK, and five have a "buy" recommendation. The market for photomasks is somewhat more stable than for other semiconductor equipment since circuits are always being redesigned and upgraded. 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. ** We babble on why we like MASK at members.aol.com You won't go wrong buying any of the mask makers IMO, although MASK is my favorite at these price levels. Joe