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

To: Mark Oliver who wrote (6858)	9/1/1998 3:51:00 PM
From: Gottfried	Respond to of 10921

Mark/all, "CIBC Oppenheimer positive on photomask sector" CIBC Oppenheimer is optimistic about the photomask sector of the semiconductor industry, citing "compelling" valuations and fundamentals. Analysts Ali Irani, Eunhak Bae and Dongju Chung pointed out that the sector's attractiveness is in contrast to "a weak semiconductor food chain." They reiterated their "strong buy" rating on Align Rite International (MASK), with a conservative price target of $23 to $26 a share, citing the company's push into the high-growth sub-0.25-micron segment. They also maintained a "strong buy" on ETEC Systems (ETEC), with a 12-month price target of between $45 and $60, citing the company's 75 percent market share, 50 percent-plus gross margins and virtually noncyclical demand. Photronics (PLAB) was reiterated at "buy." Analysts set a price target of $24 a share. Align Rite rose 1 to 10 7/8. ETEC jumped 2 7/8 to 27. Photronics climbed 1 3/4 to 13 3/4. cbs.marketwatch.com GM