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Technology Stocks : Amkor Technology Inc (AMKR)

AMKR 36.41

+4.3%

Nov 28 12:59 PM EST

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To: Jim Oravetz who wrote (637)	4/15/2000 1:29:00 AM
From: tech101	Read Replies (1) of 1056

It's Not a Very Complicated Story ... Chip-Sector Earnings Look Strong by Hal Plotkin Silicon Valley Correspondent Analysts say they expect extremely good news from several leading semiconductor firms when they announce their quarterly earnings. "The results are going to be very good, whether you?re talking about semiconductor devices or equipment," says Dan Niles, semiconductor industry analyst at Robertson Stephens, based in San Francisco. "Demand is outstripping supply. Customers are ordering more than can be delivered." Niles says Intel Corp.?s recent announcement that it plans to boost capital expenditures to $6 billion over the next year -- about double the previously anticipated level -- provides perhaps the best metric on the overall health of the chip sector. Intel?s announcement, along with other measures of growth, leaves Niles convinced that the sector?s earnings momentum should continue through at least early 2002. "We still have a long way to go before we get to the cyclical downturn that is fairly common in the industry," he says. "It?s not a very complicated story," agrees David Wu, an analyst at ABN AMRO Inc., based in San Francisco. "We?ve got fantastic earnings and fantastic bookings. You don?t have to be too intellectual about it. We?re in a boom. It?s hard to pick the wrong stock in this group. You could almost throw a dart, and you?re probably going to do well." Here is a rundown of several upcoming highly anticipated key chip and chip-equipment sector quarterly earnings reports: ... cnbc.com

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