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

To: tech101 who wrote (472)	12/29/1999 1:47:00 PM
From: tech101	Read Replies (1) \| Respond to of 1056

Coverage by Major Brokerages Both DLJ and MSDW were on the last Amkor conference call. There are rumours of a potential coverage of a major firm in the week of 10th Jan. And, amazingly, Goldman Sachs under its name owns almost 14 million shares -- more than 1/10 of outstanding shares of AMKR stock. TSM has five covering analysts while AMKR has nine. DLJ currently covers TSM -- the number one wafer outsourcing company in Taiwan. TSM has similar revenue and grow rate -- 51c/77c for TSM vs. 70c/108c for AMKR 1999-2000 -- about 50% growth. However, TSM has a market capitalization of almost $70 billion -- twenty times of AMKR. According to recent Chinese newspapers, almost every chip company in Taiwan shall have a very strong 4th quarter roughly equal to the sum of the first three quarters of 1999. AMKR earned 21c last quarter. Any one can make a guess about the fourth quarter? (The average estimation is 23c)