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Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: Roger L. Chuchen who wrote (5534)	7/23/1999 11:57:00 PM
From: Woody_Nickels	Read Replies (1) \| Respond to of 9582

Chartered Semi is basically in the same business as TMSC and UMC but based in Singapore. Here is a link to a dated story about the three: bizns.nikkeibp.co.jp

To: Roger L. Chuchen who wrote (5534)	7/24/1999 12:42:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

here is the web page for chartered csminc.com

To: Roger L. Chuchen who wrote (5534)	7/27/1999 2:43:00 AM
From: Drygulch Dan	Read Replies (1) \| Respond to of 9582

You can think of Chartered as a silicon foundry. They build to order for companies like Alliance. They don't care what chips are selling that is for the design house to predict, they are in the business of selling manufacturing capacity. So if the designer house wants to buy DRAMs or EEPROMs or CMOS, Logic, or whatever so long as it can be manufactured on their fab process, Chartered as any other foundry will provide that wafer fabrication service for a fee. Chartered was founded as a cooperative effort between The Singapore government through its umbrella organization Singapore Technologies, Sierra Semiconductor and National Semiconductor. Sierra was a spin out of National. Jim Diller a long time Nationalite led the development efforts to start up Sierra. Sierra wanted their own fab (fabs are expensive!), but ended up cooperating with Singapore to help set up a fab on the island providing training and initial business in exchange for fab capacity. Basically a single customer relationship. Later as Chartered expanded they were assisted by TSMC of Taiwan. TSMC was looking for a viable second source to satisfy its expanding customer base. In fact several of the original team to start TSMC surfaced at Chartered helping to start up that foundry. And Chartered's customer list grew. Chartered now has several fab facilities in several locations on the island of Singapore and has sales offices throughout the world. Recently some management from Motorola manufacturing has emigrated to Chartered. Mot as you may remember recently announced its exit from the manufacturing of semiconductors. They have handed over their technologies to a diverse group of companies including ATML which purchased their Smartcard manufacturing business, someone in Japan Mitsubishi I think, TSMC and Chartered. Chartered has established high tech fab relationships with HP and LU, see their home page for more details. www.csminc.com World class fabs come with billion dollar+ (US$) price tags. So Alliance's equity interest in Chartered could be a very favorable leverage for them assuming Chartered is taken public in this country (US). Short of that it gives them some clout when jawboning for capacity at the fab house. Rumors of Chartered doing an IPO have surfaced from time to time in the past, Chartered is now considerably larger and more established, quite possibly this time around it may happen.