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

To: Jim Oravetz who wrote (637)	4/15/2000 1:29:00 AM
From: tech101	Read Replies (1) \| Respond to of 1056

It's Not a Very Complicated Story ... Chip-Sector Earnings Look Strong by Hal Plotkin Silicon Valley Correspondent Analysts say they expect extremely good news from several leading semiconductor firms when they announce their quarterly earnings. "The results are going to be very good, whether you?re talking about semiconductor devices or equipment," says Dan Niles, semiconductor industry analyst at Robertson Stephens, based in San Francisco. "Demand is outstripping supply. Customers are ordering more than can be delivered." Niles says Intel Corp.?s recent announcement that it plans to boost capital expenditures to $6 billion over the next year -- about double the previously anticipated level -- provides perhaps the best metric on the overall health of the chip sector. Intel?s announcement, along with other measures of growth, leaves Niles convinced that the sector?s earnings momentum should continue through at least early 2002. "We still have a long way to go before we get to the cyclical downturn that is fairly common in the industry," he says. "It?s not a very complicated story," agrees David Wu, an analyst at ABN AMRO Inc., based in San Francisco. "We?ve got fantastic earnings and fantastic bookings. You don?t have to be too intellectual about it. We?re in a boom. It?s hard to pick the wrong stock in this group. You could almost throw a dart, and you?re probably going to do well." Here is a rundown of several upcoming highly anticipated key chip and chip-equipment sector quarterly earnings reports: ... cnbc.com

To: Jim Oravetz who wrote (637)	4/20/2000 11:48:00 PM
From: tech101	Read Replies (1) \| Respond to of 1056

Dr. Yardeni Continues Bullish on the Market and Recommends AMKR Among Others April 20, 2000 01:10 PM Eastern Time NEW YORK, April 20 /PRNewswire/ -- Deutsche Banc Alex. Brown's Chief Global Economist and Investment Strategist, Dr. Ed Yardeni remains bullish on the market based on the following multidisciplinary analysis: Deutsche Banc Alex. Brown's equity capital markets group believes new ventures will continue to find financing, but the environment will become more selective and favor companies that have tangible value. Dr. Yardeni believes the economy remains strong and that inflation will remain subdued as productivity continues to grow at a faster pace than in the past. Global Equity Trading Strategist Lazlo Birinyi's work on money flow activity suggests that the market is in a short-term decline caused by tax selling and margin selling and not a secular decline triggered by inflation fears. Working with the Deutsche Banc Alex. Brown research analysts, Dr. Yardeni offers a list of growth stocks which he believes have the following important characteristics: (1) strong fundamentals; (2) a visible means of performance measurement: and (3) an attractive valuation using traditional methods. Dr. Yardeni and his colleagues at Deutsche Banc Alex. Brown think investors have now returned to "rational exuberance" and traditional methods of valuation. As a result, they recommend that investors focus on companies with strong fundamentals, visible earnings growth and attractively valued shares based on traditional valuation methods. The following list of growth stocks represents the top investment ideas from Deutsche Banc. Alex. Brown's equity analysts that satisfy the criteria outlined by Dr. Yardeni: About.com (BOUT -- 26 1/4) ALLTEL Corporation (AT -- 65 1/4) Amkor Technology Inc. (AMKR -- 58 5/8) autobytel.com inc. (ABTL -- 6 9/16) Bottomline Technologies Inc. (EPAY -- 39 15/16) Business Objects S.A. (BOBJ -- 93) Computer Associates International Inc. (CA -- 50 1/8) Covad Communications Group Inc. (COVD -- 32) Diamond Technology Partners Inc. (DTPI -- 64 1/16) Digital River Inc. (DRIV -- 13 7/8) Ditech Communications Corporation (DITC -- 78) Documentum Inc. (DCTM -- 48 15/16) EMC Corporation (EMC -- 124) Exchange Applications Inc. (EXAP -- 22 19/16) Exodus Communications Inc. (EXDS -- 111 7/8) Flextronics International Ltd (FLEX -- 65 7/8) FreeShop.com Inc. (FSHP -- 11 9/16) Gemstar International Group Ltd (GMST -- 42 15/16) Getty Images Incorporated (GETY -- 29 1/4) Hewlett-Packard Company (HWP -- 135 13/16) HotJobs.com Limited (HOTJ -- 13 7/64) Intel Corporation (INTC -- 119 1/16) Lycos Inc. (LCOS -- 38) Mercury Interactive Corporation (MERQ -- 70 5/8) Motorola Inc. (MOT -- 107 1/4) Natural MicroSystems (NMSS -- 60 5/8) NOVA Corporation (NIS -- 29 1/4) Peregrine Systems Inc. (PRGN -- 28 9/16) Price Communications Corp. (PR -- 20 5/16) Proxicom Inc. (PXCM -- 36 1/16) QRS Corporation (QRSI -- 45 11/16) RSA Security Inc. (RSAS -- 49 29/64) Sanmina Corporation (SANM -- 55 1/2) Sapient Corporation (SAPE -- 64 7/8) SmartForce (SMTF -- 38 7/8) Tekelec (TKLC -- 32 5/8) Terayon Communications Systems Inc. (TERN -- 80 7/8) Ventro Corporation (VNTR -- 28 5/8) Western Wireless Corporation (WWCA -- 48 3/8) Additional Information Available Upon Request ... moneycentral.msn.com

To: Jim Oravetz who wrote (637)	4/23/2000 10:11:00 PM
From: Jim Oravetz	Read Replies (3) \| Respond to of 1056

FWIW, Barron's has an article where they use a system to rate returns (according to market performance, cash-flow return on investment and revenues)for investors on SP500 stocks. Amkor was pretty much a no show on the list at number 319. However, one of the top ten was Celestica - an electronics contract mfgr based in Canada. Here is some optimistic talk from a RS analysits: Robertson Stephens' Dunne sees ample upside from here. "Right now, the world is only 20% outsourced. Every extra 10 [percentage] points is $100 billion worth of work, and we think the world is moving toward 60%-70% outsourcing within five years. While this type of growth may not occur in the semi industry. Amkor should do very well and help it move up the list. Jim