Amkor Technology Inc (AMKR) Message Board

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Technology Stocks : Amkor Technology Inc (AMKR)

AMKR 32.92

+4.8%

9:44 AM EST

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To: tech101 who wrote (591)	3/7/2000 8:14:00 PM
From: Jim Oravetz	Read Replies (3) of 1056

Sounds a little like supply and demand are getting a little out of whack. I'm really surprised to read that they are having a hard time raising prices - especially for the top of the line wafers. I find some of the other discussion contradictory. For instance, the whole move to 300mm. First they say they need to spend money to build out production lines -- money they don't have at current price levels -- then they say they spent lots of money already in 96/97! Maybe only a few of the 8/9 companies involved invested in 300mm production capacity, and now they all need it?? I would also think that some money might be available from lenders. Without looking at the existing debt levels however, this might not be a viable solution for everyone. Somebody has to see the demand building everywhere and get these guys some capital. Jim

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