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

To: Albert Mou who wrote (250)	10/29/1998 10:51:00 PM
From: Joe Dancy	Respond to of 388

Interesting comment Albert. Like you, the more I hang around this sector the more I like mask makers - their earnings are a lot more consistent (and positive) than other companies in this sector. The sector has been on a tear lately - members.aol.com - let's hope the gains stick. Best - Joe

To: Albert Mou who wrote (250)	10/30/1998 6:27:00 AM
From: Crossy	Read Replies (2) \| Respond to of 388

Albert, this ignorance shouldn't last forever. I think of it as an opportunity. MASK executed their plan very well and the plan itself was the way to go this time. I wouldn't be surprised if they are now looking into INCREASING their presence in SEA, now that the others burnt their hands there <g>. I don't argue with You on KLAC, AMAT. Both should rebound with the industry getting out of the trough. But for me they are not candidates for real BIG gains. (In excess of 100%). MASK surely is in the long term (more than 1 year) best regards CROSSY