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

To: Short A. Few who wrote (3183)	5/18/2002 5:27:15 PM
From: Crossy	Read Replies (1) \| Respond to of 95487

S.A.F., CHPC is interesting but one caveat - gross margins are way too low (< 15%) to support a PSR of >2 (as it is now). Generally I like equipment makers and contract fab firms way better than "service providers" like testing or packaging houses becuase the latter approach doesn't scale so easy... So CHPC is not a stock for me to invest but I wouldn't write it off. Just that I won't buy it. I'm looking at the likes of TGAL, SMTL, GGNS, BTUI etc.. I bought TGAL in this group. Honestly I love Japanese companies right now. I wished I had bought Shibaura Mechatronics which I was looking at 2 months ago. That one is already up 100%... rgrds CROSSY

To: Short A. Few who wrote (3183)	5/21/2002 8:24:30 PM
From: Crossy	Read Replies (1) \| Respond to of 95487

S.A.F. on AMKR and Anam.. found this interesting piece of news (Date April 2002), hinting that Anam is still 100% owned by Amkor.. eetimes.com Anam Semiconductor As Korea's other two ventures continue to ramp production, Anam Semiconductor's parent, IC packaging house Amkor Technology, is looking for a buyer or joint venture partners to reduce its 100% equity stake in the foundry, according to a spokesman for Amkor, Chandler, Ariz. “The foundry bookings have increased significantly so far this year from the mid-2001 trough; however, Amkor wants to focus on our base assembly and test business,” the spokesman said. “We don't see a single pure-play foundry being a strong business model for us.” Anam has a a fab in Buchon, Korea, with a capacity of 30,000 wafer starts a month. Its largest customer by far is Texas Instruments Inc., which outsources a portion of its DSP production to Anam. The spokesman said that more than half of the foundry's production is now at the 0.18-micron process level. Anam still operates major chip packaging and test operations for Amkor at several plants in Korea. At one time, the foundry model was viewed as complementary to Amkor's back-end test and assembly business, and the company had held talks with Germany's Infineon Technologies A.G. about taking over that company's shuttered chip plant in North Tyndale, England. The fab was eventually sold to Atmel Corp.