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

To: dlc who wrote (259)	11/4/1998 9:08:00 PM
From: Crossy	Read Replies (1) \| Respond to of 388

Dlc, I had the same feelings. Initially I thought myself that the current quarter will be a mixed bag although all estimates should be met because I'm aware of the lead.time. Does anyone know about the CC - Has it yet been conducted ?? Could anybody fill in here ? Anyway, no downgrades yet in MASK. If the CC tone lived/lives up to this, we have a competitive, neutral with slight upside bias (since we are gaining market share). But next quarter when revenues from quarter micron production finally moves in should provide for the REAL BIG BOOST. I think that after the maskmakers are punished all alike and the semi-eqip downgrade festival has finally ended, it would be a good opportunity to load up another bunch of MASK. best regards CROSSY BTW: found it at Yahoo, CC was conducted, no negative news inside. As soon as I sold my PWAV (next 3 weeks) I will load up more of MASK...

To: dlc who wrote (259)	11/7/1998 9:38:00 AM
From: Crossy	Read Replies (1) \| Respond to of 388

DLC & all, Regarding Mask-makers I'm under the impression that the market punished the whole group recently. With PLAB & DPMI downgrades hitting the street, many thougt MASK should be next. To asses the situation at arm'S length, I think it would pay to find the following insights 1) MASK specifically mentioned 0.25 (QMI - quarter micron), PSM (phase shift masks), OPC etc. What about gross margins in these segments in contrast to MASKs old product line (up to 0,35/0.5) ? Is there a remarkable difference ? 2) Since the competition that PLAB & DPMI specified in their earnings warning(s) can only be MASK and some captive shop, it would be nice to find out whether PLAB & DPMI are responding to it with price-cuts of their services.. Any info on these matters ? best regards CROSSY