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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Compadre who wrote (50213)	7/1/2004 11:32:30 PM
From: Nancy	Read Replies (3) \| Respond to of 52237

Jaime, it is not what i say. i just posted you the news and the analysis from briefing. ;-) right now, it is quiet period for most companies - unless you have to warn or to preannounce upside (particular if your stock is under pressure, or dragged down by peers undeservingly) - so naturally it is up to investors to figure out who are the 2 OEM's that caused such big miss in AMKR's revenues and earnings. lots of guessing and try to put the JBL warning and AMKR warning together to try to figure out. AMKR is a lowly player, as some people readily dismiss it as non-important - but it is an important link in the food chain, they package chips for others. you should know, when Contract manufacturers and the like are not doing well, soon enough, problems will come out from the "A" tier side.