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

To: Joe Dancy who wrote (199)5/12/1998 10:10:00 AM
From: Doug Skrypek  Read Replies (2) | Respond to of 388
 
The problem with MASK is they are not a participant in leading edge mask production. The last mask generating system they purchased, that was announced publicly was a CORE 2564, this produces .75u masks. They are way behind on bringing themselves up to .25u and lower mask production. They may have purchased new equipment that wasn't announced and I could be wrong, so anyone out there feel free to bring me up-to-speed.



To: Joe Dancy who wrote (199)5/12/1998 9:53:00 PM
From: LemurHouse  Respond to of 388
 
Thanks Joe for your views on MASK, and for the link. I'm not too impressed by analysts' recommendations, but I agree that this is the right sector at the right time, and that MASK's multiples look good. Still want to learn more about the company before taking a position tho. Seems one has to dig a little harder for info on MASK than with some of its more sexy competitors...

Cheers.


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