Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Cary Salsberg who wrote (3179)	5/17/2002 9:13:16 PM
From: Crossy	Read Replies (1) of 95487

Cary, my thoughts exactly - but AMKR's "profile" doesn't reflect this trends yet. It's usually seen as a testing/packaging contractor, not a "contract fabber" like UMC, TSM, Chartered or Tower.. but if the market realized this, its valuations could reflect this.. rgrds CROSSY

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