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To: tejek who wrote (86185)	8/2/2002 1:17:55 AM
From: Mani1	Read Replies (1) \| Respond to of 275872

Re <<Market Research shows them to be in the Semiconductor Equipment and Materials sector. >> LOL, I guess market research does not do its research. Re <<How was I misunderstanding Chipack's business.........again? I said conditions were improving but I was unsure of the reason. In fact, the strength of the improvement in business conditions is uneven among the assemby houses. Since CHPC is doing better than most, >> That is the part you are misunderstanding. CHPC is not doing better than most houses. Take a look at FLEX and AMKR who just reported improving top and bottom line growth. CHPC is a service provider with improving business from low levels, just like the rest of them. Mani