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To: Thean who wrote (10132)	10/1/1999 12:45:00 PM
From: SJS	Respond to of 14427

Thean, First comment. I would do that, but AMKR has MOST of it's business in packaging chips and much less in the pure test area. We're bordering on comparing apples and oranges here. Dave's been recommending AMKR to me for a while now, and I've kept an eye on it. I was looking for a more pure play on the B2B test news, and TER fit better. It's NOT at the expense of one vs the other. Look at the chart. AMKR just got clobbered for no good reason, is way oversold and ready to move. It's worth buying regardless. Dave's buy, I think, was timely. Right at the 50 day EMA. Clearstation shows pretty good charts on this, and it looks inviting. Dave has also made some damn good calls to me privately, so he's a tough guy to beat (don't get a swelled head, Dave!!), and I like to win. I'll take the challenge for fun, but I'll own both to make some money. Steve