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

To: Artslaw who wrote (444)	11/29/1999 1:15:00 PM
From: E. Graphs	Respond to of 1056

bluetooth.com

To: Artslaw who wrote (444)	11/29/1999 4:40:00 PM
From: tech101	Read Replies (1) \| Respond to of 1056

Subj: My Pro-Forma Numbers Don't Look Bad By: OptsyEagle Date: 11/29/1999 9:02 am EST Yr 2000 EPS ($1.06) x 135 M shares = $143M. Add 25% Margin on $750 M Rev. from ANAM = $187.5 M. Subtract $100 M to finance about $1 Billion of Net Debt equals about $87.5 M. Take away another 25% for favorable taxes leaves $65.6 M increase in profit from ANAM. Subtract some extra for admin leaves about $60 M.$143M + $60M = $203 M net divide by 155 M (20 M more) shares equals $1.30 per share for Yr 2000 vs previous $1.06 estimate.I still calculate about a 3.2x interest coverage with the new financing (assumed 10%) and I haven't taken anything into account on whether the investment in ANAM itself actually generates a return. I would appreciate any comments on my numbers, as they were done pretty quickly.