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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: The Ox who wrote (2990)	5/2/2002 11:47:12 PM
From: Cary Salsberg	Read Replies (1) of 95456

AMKR is not a semiconductor capital equipment company, so it is not valid to compare revenues per share. They are a contract package and test company. They are far more capital intensive than most semi-equips and their profitability on sales is lower.

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