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

To: Artslaw who wrote (451)	12/1/1999 2:06:00 AM
From: tech101	Respond to of 1056

The simple fact is that the Kim family basically owns both Anam and Amkor. They essentially can divide or combine the two companies at will to please the Wall Street (they might have learned something, good or bad, from their purchase of K4). As long as the demand to chips is high and the capacity and utilization keep tight, they make money. How to divide Amkor and Anam becomes a non-issue. Under such a circumstance, nothing can stop AMKR to reach 35 in a couple of months, even weeks.

To: Artslaw who wrote (451)	12/1/1999 2:10:00 AM
From: tech101	Respond to of 1056

Amkor is listed as the number one among the "oursourcing" stocks in today's Semiconductor Industry Report": "... The second area, outsourcing, is being served by three excellent companies, Amkor Technology (Nasdaq: AMKR - news), Taiwan Semiconductor (TSM), and a new one on the scene, Chartered Semiconductor (CHRT)..." biz.yahoo.com If one compares AMKR with TSM, the market capitalization of AMKR is less than 1/10 of TSM but Amkor has higher revenue. With the purchase of K1-3, AMKR will improve its profit margin significantly. Even CHRT (Just came to the public two weeks ago) has a market value of $6.8B (twice as much as AMKR's). But its revenue is only 1/4-1/3 of Amkor's, and probably still losing money. Amkor is still way undervalued im my opinion

To: Artslaw who wrote (451)	12/1/1999 2:12:00 AM
From: tech101	Read Replies (1) \| Respond to of 1056

Chip Packager Preps First Foundry By Craig Matsumoto BUCHON, Korea -- Amkor Technology Inc. is preparing to launch its first wafer-fabrication plant, in a move designed to add manufacturing to the roster of the chip-packaging powerhouse. With technology garnered from Texas Instruments Inc., Amkor plans to build three fabs on one site here. The first, due to handle process technologies of 0.35, 0.25 and 0.18 micron (Leff), is expected to be ready for prototype order entry this week, with qualification for production-volume runs expected next month. Technically, the $1.2 billion Fab 1 is owned by Anam Semiconductor, one of several manufacturing ventures within the Anam conglomerate, which is owned by Amkor. At full capacity, the fab will run 25,000 8-inch wafers/month. Amkor hopes to match deep-submicron manufacturing with the high end of its packaging business. Ideally, Amkor wants to act as a "pure play" foundry, taking a recipe of design and intellectual property from its customers and returning assembled and tested chips. Package-design aid The company wants to combine its services in a "virtual manufacturing" package it calls Silicon-Package Architecture, in which Amkor will help engineer a product's design to include the packaging issues that will crop up. "Silicon designers quite often design silicon without taking full consideration of the constraints of the packaging on the system," said John Weekley, vice president of marketing. "The silicon is capable of doing whatever the designer can dream of," but the packaging has hard physical limits involving pin counts and power dissipation. Amkor is setting up a design center to work with third-party core providers, for customers wanting those added to the design. Amkor purchased TI's technology for an undisclosed sum last year and is negotiating with TI for 0.18-micron technology. In return, the company granted TI a portion of wafer capacity from Fab 1. TI engineers are helping Anam fit its fab with TI process technology, which involves as many as five layers of metal interconnect. eocenter.com