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Technology Stocks : Amkor Technology Inc (AMKR) -- Ignore unavailable to you. Want to Upgrade?

To: PashaBear who wrote (42)	12/29/1998 8:54:00 PM
From: tech101	Respond to of 1056

A good post on AMKR on the yahoo board. Investing 101 by: Finstats 1278 of 1281 Regardless of the apparent credibility of the posters, please do your own due diligence on stocks before investing. There is plenty of public information available on this and other companies to make your own informed judgements. Also, as far as AMKR is concerned, this stock is volatile and will have up and down days. One should not focus intently on daily movements but rather as someone pointed out, the trend. I have held this stock for some time following the dip in price and feel comfortable with the valuation. I believe we have significant upside potential particularly in relation to the comparables. This company however is in a cyclical industry and is also dependent on these cycles. This company is a solid investment (I believe) based on the following: 1. Largest market share by far and world leader in the contract semiconductor packaging industry. 2. The semiconductor industry has been in a cyclical decline over the past few years and looks to be turning upward. The demand for semiconductors will obviously increase significantly as all of the products in this world become more computerized. 3. The company serves a growth industry and has an estimated growth rate in excess of the semi industry as the large OEM's continue to outsource more of their production. 4. The valuation of this company is very reasonable relative to its competition and its projected rate of growth. Please note this company trades well below the industry and the market multiples in general (even at current prices). As has been stated many times on this board, the risks and unkowns in this stock are Korea, Anam and for me management. As we have seen, the Company is trying to reduce its dependence on Anam by building and or acquiring their own production capacity. Korea is relevant as long as Amkor operates facilities there or does business with Anam, however, Korea is not our customer. The nice thing about this company is that it has strong US based customers who pay in US currency. Lastly, because Amkor has been a public company for only a short while, it is difficult to judge management. The company completed the IPO in May and has gone through a bit of an adjustment period since then. There has been crticism on the way they have handled PR and I believe they were overly optomistic with their IPO projections. That said, I believe they have learned from the experience and have figured out how to more effectively communicate with the street, however the proof will be in their ability to forecast and meet projections. Time will tell. This has been and will continue to be a longer term hold. messages.yahoo.com@m2.yahoo.com Another reponse to that posting added: One more thing to be added: AMKR will benifit and get a strong boost by the Y2K crisis when billions of chips are being replaced (does anybody want to repair a semi chip?), probably in your cars, VCRs, answer machines, elevators, ... due to the incorrect clock and calendar problem. The list could be endless. post.messages.yahoo.com@m2.yahoo.com

To: PashaBear who wrote (42)	12/29/1998 9:16:00 PM
From: tech101	Read Replies (2) \| Respond to of 1056

Chip-Scale Packaging (CSP) Will Be in Short Supply in 1999 According to EE TIMES: NEW YORK — Chip-scale packages (CSPs) could be in short supply next year if its Direct Rambus DRAMs (D-RDRAMs) are quickly adopted, warned Rambus Inc. chief executive officer Geoff Tate. Rambus said it hopes that its 10 RDRAM licensees will ship between 100 million and 200 million D-RDRAMs next year. For density and electrical reasons, Rambus designed its D-RDRAM with chip-scale packaging, but few of Rambus' 14 DRAM partners have installed volume CSP production capability, Tate said. Concern about a possible shortage in CSPs was shared by Paul Hoffman, vice president of advanced development at Amkor Electronics Inc. (Chandler, Ariz.). "We're producing 300,000 to 400,000 CSPs per week, probably second in the Tessera-style parts," he said. "We're meeting demand, but we're doing SRAMs and flash memory, not DRAM. When demand for Rambus chips kicks in, there could be a situation where there are shortages for a while." ... eetimes.com