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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 (2999)	5/3/2002 10:53:09 AM
From: Cary Salsberg	Read Replies (1) of 95456

I don't know any other large, public test and assembly companies. AMKR is probably closer to contract manufacturers than to semi-equips in terms of sales and capital structure, but the timing of revenues more closely follows semis. Most of AMKR's competition are South East Asian companies. They are probably listed on local exchanges but they don't have the visibility in the US that AMKR has. I wasn't putting you down. I am sorry if it felt like I was. To me, it seemed like you were beating a dead horse and my flip response reflected my slight frustration.

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