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

To: Joe Dancy who wrote (257)	11/3/1998 2:39:00 PM
From: Crossy	Read Replies (1) \| Respond to of 388

Joe, thanx for the update. Read it in today's market news. This semi boom should unfold nicely over the next 18 months. My own research shows me that the current quarter for MASK should be on track. But the next quarter could be in for big surprises. A Yahoo message board discussion on MASK pointed to a 6 month lead time period to commercialize / get everything into order before 0.25 micron process masks could be produced by Align-Rite. This should mean that from Jan-April the REAL TOP LINE GROWTH is about to set in. Also interesting that MASK was not downgraded alongside DPMI, PLAB's problems and a recently weak semi equip sector. This basically indicates that the recent $14+ million quarterly revenue by MASK was done on 0.35 and older technology. I wonder how much sales can MASK produce once the quarter micron eqipment is ready to be commercially milked.. best regards CROSSY