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

To: tech101 who wrote (486)	1/7/2000 12:46:00 PM
From: tech101	Read Replies (1) \| Respond to of 1056

Sell the Wafer Fab to TSM to Reduce Debt messages.yahoo.com re: some thoughts by: zorbanite (47/M/Tempe, AZ) 1/7/2000 9:11 am EST Msg: 10813 of 10814 First, given that TSMC is in the mood to buy fabs, it would make sense to me that anam/amkor consider selling the fab to raise cash and increase focus on what they do best. Second, in response to bayareafan00, strategic alliances do mean increased share when you have the right packages. I have seen no evidence yet that amkor is losing share. End semi producers dictate where they are going to qualify assembly and test (re bluetooth) so ase will benefit primarily where the semi company is small and relies totally on tsmc. bayarea has demonstrated in the past that he is a big holder in ase. Finrisk probably can articulate better the packaging technology advantages of anam/amkor. Third with tsmc running full board, I would say the seasonality in q1 will be limited, with demand still strong, lead times getting longer, we will see some strategic inventory builds. and increased capital spending. Another indicator is gateway saying they couldn't get enough chips. Look for capital spending to rise, so applied materials and a few others are in for a good run.