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Technology Stocks : Alliance Semiconductor

ALSC 0.810

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Jul 10 5:00 PM EST

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To: DJBEINO who wrote (9465)	9/5/2001 1:43:41 AM
From: DJBEINO	Read Replies (2) of 9582

UMC (2303)closed @40.00 -0.30 vol 30,830,552 +++++++++ September 4 net purchase 6,063,000 shares +++++++ TAIWAN WEIGHTED closed @ 4424.91 -68.62 (-1.53%) Day's Range :4410.78 - 4510.58 +++++++++++ Conexant Systems and UMC yesterday announced a five-year agreement yesterday that makes UMC the principal advanced CMOS semiconductor wafer supplier for Conexant's personal networking business. UMC (2303 TT) has manufactured integrated circuits for Conexant since 1998. The details, including the quantity of wafers to be supplied, were not disclosed. According to the “Economic Daily,” communication IC design company Broadcom also began to place more orders with TSMC (2330 TT), reaching as high as 10K wafers/month. It seems to us that inventory digestion in the communication industry has come to an end, leading communication companies to begin booking orders to Taiwan IC foundries. Although it is unlikely that the communication sector can again become the driving force, higher demand will help capacity utilization rates and gross margins of IC foundries increase steadily, which is encouraging news

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