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To: Michael Dunn who wrote (14114)	5/28/1998 1:50:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--MASK--you hit the nail right on the head with your comments. To dramatically illustrate the point we are talking about the Hertz, Avis, and Ugly Duckling mask tooling equivalent of these car rental companies. Between DPMI and PLAB, they own more than 80% of the market like the two big car rental companies. MASK has always been a bottom feeder relative to DPMI and PLAB, content on its 5-10% marketshare and the lower technolgy mask tooling market. Since it went public, MASK has tried to upgrade its image and update its technology. they have ventured into more competitive and leading edge capabilities and have secured some nice accounts as primary or secondary sources. Slowly but surely they are looking as if they want to make a run against the big two suppliers and are getting more aggressive. They might think, like IDTI must be thinking, they can eat into the marketshare of their competitors. Even a small chunk out of the hide of DPMI or PLAB would be a great upside for MASK. This company has been on my mind for quite some time but I have also become burned out on it. I was in its IPO and waited forever to get a nice profit from it. It took a great deal of time. And when you look at its chart, it really hasn't gone anywhere since its IPO. It has provided a few good roller coaster rides but nothing spectacular. I got tired of waiting for the homerun and became impatient with the stock. I do not know if I have the desire to venture back on these same expectations that did not materialize back then. Admittedly, there is more positive stuff in the wroks that do support a possible nice move up in the not too distant future. For now, I seemed committed to both PLAB and DPMI. Again, my attitude is more "been there, done that, and nothing happened". That doesn't mean it won't, it just means I am frustrated and disappointed from previous "visions of sugar plums dancing around my head". Andrew