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

To: Mike Farrar who wrote (95)	2/17/1999 5:48:00 PM
From: Keith Sprague	Respond to of 1056

Mike, Good luck. However, it seems like pretty odd timing to me personally to go short AMKR. Remember this company is selling a nice discount to the semi-equips. Besides, the earnings report was not only good for the previous quarter, but the outlook is very positive. Addtionally, all of the equipment and semis in general having nothing but positives in the current reports, but the outlook for all of these companies continues to brighten. Maybe it is just me, but if I were going to short a stock in the sector, I think I would go for AMAT or NVLS, one of the stocks that is trading at a substantial premium to the market. Just my thoughts.

To: Mike Farrar who wrote (95)	2/18/1999 2:48:00 AM
From: tech101	Respond to of 1056

The number 7 must be a dream coming true. Good luck.