SI
SI
discoversearch

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: Johnnie W. who wrote (204)5/20/1998 8:29:00 PM
From: NotNeiderhoffer  Read Replies (1) | Respond to of 388
 
JW,

There was a charge in the PLAB number and it looks like the quarter was fine to me (although I have not seen the financials). Revenues were probably in line or better; most analysts were looking for 29 or 30 cents in EPS-diluted came in at 30 cents after adding back the charge they took. PLAB is kicking ass in a tough environment.

MASK's valuation seems to have decoupled from PLAB long ago and this is merely a cheap stock that nobody cares about. However, it seems like if PLAB sneezes MASK will catch a cold.

NotsurehowmuchpatienceisrequiredtoownthisdoggieNeiderhoffer

PLAB conference call 8:30 AM EST May 21

replay for main streeters 888 836-6074 begins at 10:45

pass code 150438