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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (2999)	5/3/2002 10:53:09 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95456

I don't know any other large, public test and assembly companies. AMKR is probably closer to contract manufacturers than to semi-equips in terms of sales and capital structure, but the timing of revenues more closely follows semis. Most of AMKR's competition are South East Asian companies. They are probably listed on local exchanges but they don't have the visibility in the US that AMKR has. I wasn't putting you down. I am sorry if it felt like I was. To me, it seemed like you were beating a dead horse and my flip response reflected my slight frustration.

To: The Ox who wrote (2999)	5/4/2002 8:05:06 AM
From: Crossy	Read Replies (1) \| Respond to of 95456

Michael & all, re: AMKR and its biz model.. as I see it AMKR is a testing and packaging subcontracting source that recently seem to be moving into a full blown contract fab operation (like TSM or UMC or MXICY). At least their joint development agreement with SRAM.OB seems to be indicative of this strategy in place.. if indeed true, AMKR might be ready for a "multiple expansion" comparable to that of contract fabs.. rgrds CROSSY BTW: my MLTC and TXCC got hammered. Think my investment enthusiasm was premature on both..