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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

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Nov 21 4:00 PM EST

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To: The Ox who wrote (2999)	5/4/2002 8:05:06 AM
From: Crossy	Read Replies (1) of 95456

Michael & all, re: AMKR and its biz model.. as I see it AMKR is a testing and packaging subcontracting source that recently seem to be moving into a full blown contract fab operation (like TSM or UMC or MXICY). At least their joint development agreement with SRAM.OB seems to be indicative of this strategy in place.. if indeed true, AMKR might be ready for a "multiple expansion" comparable to that of contract fabs.. rgrds CROSSY BTW: my MLTC and TXCC got hammered. Think my investment enthusiasm was premature on both..

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