JTY: I don't get it how you see his background would be helpful or needed for a buyout. I think that his Asia contacts could be more helpful in a sale or merger. Kim has all the in house expertise for a buyout with Tily. Tily has years of legal experience working with complex SEC issues and the current board would go along with any choice Kim makes.
It may be some time before we find which one of us is right but if the new CEO is chosen by the same old game of musical chairs, that will tell us.
I still wonder if anything is going on with UTAC. They pulled their move to go public and did a re-fie with very similar dates as Amkor did on their last banking deal. Have you or anyone heard anything about them and any other word of any more UTAC/Amkor talks?
I don't believe Kim & Co. need help with Asia contacts, unless you're talking potential private investors, and then we're back to the buy-out scenario. Will be interesting to see how the Dell situation plays out. I think KIM is drooling at prospect of taking the rest of AMKR on the cheap.