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Amkor Technology's Management Presents At Credit Suisse Group Technology Conference (Transcript)

Stocks in this article: AMKR

Amkor Technology Inc. (AMKR)

Credit Suisse Group Technology Conference

November 30, 2011 16:30 pm ET


Joanne Solomon – Chief Financial Officer, EVP

Michael Lamble – EVP of Product Management and Worldwide Sales


Satya Kumar – Credit Suisse


Joanne Solomon

Thank you everyone for joining us today. We certainly appreciate when people come to our neck of the woods. We're actually headquartered in Chandler, Arizona, which is just south of here, so you helped us keep our operating costs lower by attending today. So we appreciate that, you’re welcome.

Just before we start off, we’re not updating our guidance today, it’s as of the date given. Any forward-looking comments please also refer to the risks associated with forward-looking comments in our SEC filings. We will have a couple of minutes of general remarks and then we will open up to questions from Satya Kumar and also from the floor. And with me today is Mike Lamble, our EVP of Product Management and Worldwide Sales, and I’m the Chief Financial Officer. So, I (indiscernible) you can take the …

Satya Kumar – Credit Suisse

Okay, thanks, Joanne. I was going to ask you how Q4 is tracking. So I guess you already answered.

Joanne Solomon

I guess, [Jeffrey] answered it.

Satya Kumar – Credit Suisse

But just if I sort of look that, the different moving parts in your business, I guess, you guys have 50% exposure to comps and 25% to consumer and the rest was split equally between PCs and other stuff. Most of the semi-companies that have been presenting here, I guess seven really sounded extremely good or bad, I guess, for Q4, Q1. But the front-end equipment companies have sounded a lot better.

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