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Technology Stocks : Amkor Technology Inc (AMKR)
AMKR 42.92+8.7%Jan 2 9:30 AM EST
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To: tech101 who wrote (320)7/27/1999 12:27:00 PM
From: tech101   of 1056
 
There is still a long way to go to reach Amkor's real valuation.

TSM -- the largest independent semiconductor foundry in the world has the same revenue as Amkor -- $1.6 billion in 1998, but its PE is about 5 times and its market capitalization of $37 billion is about 20 times of AMKR's.

At this time TSM has higher profit margin. But AMKR is catching up because Amkor is also tapping into wafer production business, and its P&T business is concentrated in advanced high-margin products. In addition, Anam is becoming a contributor instead of a burden.

If AMKR reaches 1/3 of the valuation of TSM, we shall see AMKR at 100.

Conclusion, either TSM has to come down, or AMKR has to come up, or both.

That's the power behind the action.
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