Amkor Technology Inc (AMKR) Message Board

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Technology Stocks : Amkor Technology Inc (AMKR)

AMKR 30.19

-3.9%

3:59 PM EST

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To: Jim Oravetz who wrote (598)	3/13/2000 1:19:00 PM
From: tech101	Read Replies (2) of 1056

New Target of 80 by SSB: messages.yahoo.com AMKR STILL CHEAP by: Aartvark (44/M/Atlanta, GA) 3/13/00 12:07 pm Msg: 11864 of 11870 Sollie Smith Barney this morning talking bullishly about Amkor after a very upbeat analyst meeting last Friday. Raised price target to $80 from $54. Talked about new products, Anam acquisitions, new foundry customers, outsourcing trends, company prospects etc. Consider the following valuations and decide for yourself where value/growth is: Price/00 EPS Price/01 EPS Amkor 30.2 22.1 ST Assemb 80.1 54.1 ASE Test 42.9 34.2 Chartered 119.1 54.7 Taiwan Semi 62.5 42.1 Average 67.0 41.0 SSB report says that Amkor should at least trade at 35x multiple 2001 EPS. Hence the $80 price target. Stock still has a lost of steam! They are rolling out new packaging products (SiPs). the second half is always stronger. Now you have to ask yourself: "what could go wrong for the trend to be broker?" Slow PC growth, not! slow internet growth, not! There is too much noise in the market. Stay focused!

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