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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Mark Konrad who wrote (30983)	8/1/2000 11:14:12 AM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

Just bought partial position (1/2) in Amkor Technology (AMKR) in my LT non-trading account at $25. AMKR is a recent addition to Kevin Landis' Technology Leaders Fund and makes up 2.5% of portfolio. It is the world leader in independent semiconductor packaging and test services, with about 1/3 of market. Also markets wafer fabrication services. AMKR was at YTD high of 65 5/16 on May 1st and has been creamed after slightly missing estimates due to seasonal factors, while projecting strong Q3 and NOT altering full year's earnings. Same thing happened to AMKR last year. AMKR was just rated "buy" by SSB, same analyst that downgraded entire chip sector two weeks ago. SSB anticipates strong Q3.