Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 219.43

-1.0%

1:38 PM EST

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To: tejek who wrote (86173)	8/1/2002 12:55:09 AM
From: Mani1	Read Replies (2) of 275872

Re <<I am currently holding a semi equipment maker, CHPC>> Chippack is not a equipment maker. They are an assembly house. They buy back end equipments and use it to provide packaging and testing services. Re <<...not sure whether they are taking share or what but its clear they are getting good business and expect more sequential growth for the next two quarters.>> Again, you are misunderstanding Chipack's business. Back end assembly houses are recovering from abysmal capacity overhang that peaked last year. All assembly houses have recently reported and forecasted sequential rise in revenues and earnings. CHPC is not an exception by any means. Mani

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