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Technology Stocks : Amkor Technology Inc (AMKR) -- Ignore unavailable to you. Want to Upgrade?

To: tech101 who wrote (300)	7/14/1999 6:01:00 PM
From: JZGalt	Respond to of 1056

20-50 is a bit much. I'd be happy with upper teens in the near term. later perhaps.

To: tech101 who wrote (300)	7/14/1999 6:20:00 PM
From: tech101	Respond to of 1056

Look at ASTSF, the direct competitor of Amkor in independent chip packaging and testing business but with About 1/3 of the size and capacity About 1/3 of the revenue and market share With less advanced technology Loaded with low margin products A foreign concern in Taiwan ASTSF's PE (Year 99) ration is about 36 vs. AMKR's 19. On the other hand, SLR -- the largest electronics assembly company -- has a PE (Year 99) value 73 and Debt/Equity 0.88, while AMKR's PE and Debt/Equity are only 19 and 0.43. Conclusion; AMKR will probably not stay at the level 12-14 long.