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

To: Crossy who wrote (247)	10/28/1998 6:04:00 PM
From: Jerome	Read Replies (1) \| Respond to of 388

Crossy, Many thanks for your excellent analysis and prediction of revenues needed to support the purchase of new ETEC machines. You approached the problem differently but your conclusions were right on the money. Given your calculating astuteness, I believe that you have the makings of a great bookie, or at least a hedge fund manager. Mask has not yet responded price wise to the good earnings report. I suspect that when the earnings reporting season slows down investors will start reviewing companies that have done well. Somewhere about thanksgiving we should see some share price appreciation. Given that the masking business is not suffering from a deterioration of business to the extent of other tech companies, what do you see as the outlook for ETEC over the next 6-12 months? Are there any other Tech stocks that you feel show the same undervaluation and earnings expansion similar to Mask? Thanks for your input...... Jerome