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To: Gottfried who wrote (32534)	9/21/1999 2:37:00 PM
From: Duker	Read Replies (2) \| Respond to of 70976

TSMC Initial Assessment Indicates Minimal Wafer Loss Company Press Release SAN JOSE, Calif.--(BUSINESS WIRE)--Sept. 21, 1999--Taiwan Semiconductor Manufacturing Company (NYSE: TSE - news) said at 11:00 a.m. PDT, that a very preliminary analysis following yesterday's earthquake indicates the company may experience a wafer loss for the month on the rough order of about 10 percent. This is not a definitive assessment. Recovery to normal operations will be a gradual process over the next several days. The Hsinchu Industrial Park, where TSMC and several other major foundry companies are located, is still without normal electrical power. ``We will work very hard to give our customers as much information as possible, as frequently as possible,' said Ron Norris, senior vice president of worldwide marketing and sales for TSMC. ``We are doing everything possible to minimize the impact of this event to our customers.' TSMC reported earlier that the company's buildings, HVAC systems, water distribution, power distribution, computer and network systems all successfully withstood the effects of the magnitude 7.6 earthquake. All employees are safe and the facilities are operating on stand-by power.

To: Gottfried who wrote (32534)	9/21/1999 6:51:00 PM
From: Jacob Snyder	Read Replies (3) \| Respond to of 70976

FWIW: investech.com

To: Gottfried who wrote (32534)	9/21/1999 7:26:00 PM
From: Proud_Infidel	Respond to of 70976

Press Room - Book-to-Bill NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS AUGUST 1999 BOOK-TO-BILL RATIO OF 1.08 Year-Over-Year Bookings Up More Than 150 Percent MOUNTAIN VIEW, Calif., September 21, 1999 -- The North American-based manufacturers of semiconductor equipment posted an August 1999 Book-to-Bill ratio of 1.08, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.08 means $108 in orders were received for each $100 worth of products shipped. The three-month average of worldwide shipments in August 1999 was $1.3 billion. The figure is even with the July 1999 level, yet is 32 percent above the August 1998 shipments level of $1.0 billion. The three-month average of bookings in August 1999 was $1.5 billion. The bookings figure is three percent below July 1999 yet is more than 150 percent above the August 1998 level of $571 million and 202 percent above the cyclical low point of $481 million posted in September 1998. "While the implications of the earthquake in Taiwan have yet to be fully understood, the industry macro indicators are generally looking up," said Stanley Myers, president of SEMI. "Production capacity utilization is running more than 90 percent, DRAM prices are firming and computer and telecom equipment sales are healthy, all of which suggest a pickup in bookings for semiconductor equipment in the fourth quarter." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for the North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars. semi.org

To: Gottfried who wrote (32534)	9/22/1999 4:19:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried and threaders, DW Weekly bull percentages follow. Note, that the leading indicators are continue to move down with the 10week reversing down to the lowest it has been since low of Sept. 1998. The highs/lows continued downward along with the 30week moving average. The NYSE is 1.50% from a DW double botton of 40 percentile which it had reached back in March. However, the Options bull percentage has not reversed down as yet and the Otc is still in a column of "x,s." IMO, the market and sectors in general does not look good. However, this give those who have additional cash some more buying opportunities to get into those sectors and individual stocks at good prices. The good news is that the technology stocks of AMAT, CSCO, LU, EMC, MSFT and INTC appear to remain strong at this point. Naturally, the above is only my opinions and the data which I have reviewed from the Dorsey Wright site, IBD and SEMI sites. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." Paul SCROLL TO THE RIGHT TO SEE ALL THE DATA Percent Percent Percent Percent Percent Percent 8/17/99 8/24/99 8/31/99 9/8/99 9/14/99 9/21/99 10week 31.77 10week 33.87 10week 26.4 10week 32.59 10week 31.61 10week 23.88 LEADING INDICATOR #1 30week 46.17 30week 46.62 30week 40.4 30week 42.67 30week 39.25 30week 33.56 LEADING INDICATOR #4 bpaero 45.2 bpaero 38.4 bpaero 41.1 bpaero 41.1 bpaero 35.6 bpaero 30.1 bpasia 62 bpasia 66 bpasia 66 bpasia 66 bpasia 66 bpasia 66 bpauto 48.5 bpauto 45.4 bpauto 44.9 bpauto 46.4 bpauto 40.6 bpauto 35.4 bpbank 39 bpbank 41.2 bpbank 40.9 bpbank 39 bpbank 34.6 bpbank 31.1 bpbiom 55.9 bpbiom 61.4 bpbiom 56.7 bpbiom 54.4 bpbiom 56.3 bpbiom 52 bpbuil 40.2 bpbuil 37.6 bpbuil 38.7 bpbuil 37.6 bpbuil 38.4 bpbuil 36 bpbusi 42.2 bpbusi 41.9 bpbusi 41.9 bpbusi 40.6 bpbusi 44.8 bpbusi 41.1 bpchem 47.1 bpchem 49 bpchem 45.2 bpchem 45.1 bpchem 41.7 bpchem 39.8 bpcomp 45.7 bpcomp 45.7 bpcomp 46.8 bpcomp 47.6 bpcomp 47.6 bpcomp 44.4 bpdrug 49.2 bpdrug 54 bpdrug 54 bpdrug 54 bpdrug 54 bpdrug 49.6 bpelec 53.8 bpelec 54.5 bpelec 52.1 bpelec 54.7 bpelec 56.3 bpelec 54.7 bpeuro 53.6 bpeuro 53.6 bpeuro 57.1 bpeuro 57.1 bpeuro 50 bpeuro 50 bpeuti 49.4 bpeuti 50.6 bpeuti 48.1 bpeuti 48.1 bpeuti 48.1 bpeuti 48.1 bpfina 45 bpfina 46.4 bpfina 42.9 bpfina 43.8 bpfina 43.2 bpfina 40.5 bpfood 39.5 bpfood 38.9 bpfood 37.9 bpfood 39.1 bpfood 38.5 bpfood 37.5 bpfore 62 bpfore 60 bpfore 44 bpfore 42 bpfore 42 bpfore 40 bpgame 59.1 bpgame 61.4 bpgame 59.1 bpgame 55.8 bpgame 53.5 bpgame 53.5 bpguti 63.6 bpguti 68.2 bpguti 68.2 bpguti 67.7 bpguti 70.8 bpguti 70.8 bpheal 39.1 bpheal 38.6 bpheal 39 bpheal 42.7 bpheal 42.1 bpheal 39.3 bphous 43.2 bphous 42.2 bphous 40 bphous 40.7 bphous 38.4 bphous 40.3 bpinet 47.06 bpinet 59.38 bpinet 47.42 bpinet 53.2 bpinet 57.01 bpinet 44.81 bpinsu 35.5 bpinsu 35.1 bpinsu 31.8 bpinsu 30.9 bpinsu 28.6 bpinsu 30.3 bplati 48.1 bplati 48.1 bplati 48.1 bplati 48.1 bplati 46.3 bplati 46.3 bpleis 38.9 bpleis 39.7 bpleis 39.2 bpleis 36.5 bpleis 39.1 bpleis 39.3 bpmach 44.6 bpmach 40.4 bpmach 37 bpmach 39.4 bpmach 36 bpmach 35 bpmedi 48 bpmedi 49 bpmedi 47.1 bpmedi 50 bpmedi 53.9 bpmedi 52 bpmeta 67.1 bpmeta 64.6 bpmeta 62 bpmeta 62 bpmeta 56.4 bpmeta 55.1 bpnyse 46.4 bpnyse 46.6 bpnyse 44.7 bpnyse 44.6 bpnyse 44.5 bpnyse 41.5 NEW YORK STOCK EXCHG. bpoil 65.2 bpoil 64.1 bpoil 62.8 bpoil 62.1 bpoil 65 bpoil 59.9 bpoils 75.8 bpoils 75.8 bpoils 71.1 bpoils 71.1 bpoils 68.9 bpoils 58.4 bpopti 46.35 bpopti 48.64 bpopti 46.31 bpopti 47.02 bpopti 47.55 bpopti 43.67 LEADING INDICATOR #2 bpotc 46.5 bpotc 48.2 bpotc 46.7 bpotc 48.3 bpotc 49.4 bpotc 46.5 OVER-THE-COUNTER bpprec 27.7 bpprec 27.7 bpprec 28.3 bpprec 28.3 bpprec 28.3 bpprec 30.4 bpprot 51.3 bpprot 48.7 bpprot 44.7 bpprot 42.1 bpprot 44.7 bpprot 45.9 bpreal 47.4 bpreal 47.1 bpreal 46.1 bpreal 46.3 bpreal 48.2 bpreal 46.3 bprest 37.3 bprest 37.8 bprest 36.6 bprest 38.6 bprest 39.8 bprest 37.8 bpreta 32.2 bpreta 33.9 bpreta 31.6 bpreta 31.1 bpreta 33.2 bpreta 34.3 bpsavi 46.8 bpsavi 46.5 bpsavi 44.5 bpsavi 44.2 bpsavi 42.9 bpsavi 41.8 bpsemi 58.8 bpsemi 55.2 bpsemi 58.3 bpsemi 64.6 bpsemi 65.6 bpsemi 61.5 bpsoft 39.8 bpsoft 44.2 bpsoft 46.8 bpsoft 48.9 bpsoft 52.8 bpsoft 50.7 bpstee 52.9 bpstee 52 bpstee 52 bpstee 50 bpstee 48 bpstee 50 bptele 45.5 bptele 45.4 bptele 47.2 bptele 49.1 bptele 53.1 bptele 50.9 bptext 39.5 bptext 40.7 bptext 39.4 bptext 38.5 bptext 40.4 bptext 40.4 bptran 54 bptran 54 bptran 53.4 bptran 52.9 bptran 49.4 bptran 46 bpwall 43.4 bpwall 41.5 bpwall 28.3 bpwall 28.8 bpwall 28.8 bpwall 24.5 bpwast 47.5 bpwast 45 bpwast 43.3 bpwast 41.7 bpwast 40 bpwast 37.9 HiLo 20.7 HiLo 33.01 HiLo 38.39 HiLo 34.41 HiLo 33.13 HiLo 26.59 LEADING INDICATOR #3 <G>NUMERICAL ORDER BELOW</G> Percent Percent Percent Percent Percent Percent 8/17/99 8/24/99 8/31/99 9/8/99 9/14/99 9/21/99 bpoils 75.8 bpoils 75.8 bpoils 71.1 bpoils 71.1 bpguti 70.8 bpguti 70.8 bpmeta 67.1 bpguti 68.2 bpguti 68.2 bpguti 67.7 bpoils 68.9 bpasia 66 bpoil 65.2 bpasia 66 bpasia 66 bpasia 66 bpasia 66 bpsemi 61.5 bpguti 63.6 bpmeta 64.6 bpoil 62.8 bpsemi 64.6 bpsemi 65.6 bpoil 59.9 bpfore 62 bpoil 64.1 bpmeta 62 bpoil 62.1 bpoil 65 bpoils 58.4 bpasia 62 bpgame 61.4 bpgame 59.1 bpmeta 62 bpinet 57.01 bpmeta 55.1 bpgame 59.1 bpbiom 61.4 bpsemi 58.3 bpeuro 57.1 bpmeta 56.4 bpelec 54.7 bpsemi 58.8 bpfore 60 bpeuro 57.1 bpgame 55.8 bpelec 56.3 bpgame 53.5 bpbiom 55.9 bpinet 59.38 bpbiom 56.7 bpelec 54.7 bpbiom 56.3 bpmedi 52 bptran 54 bpsemi 55.2 bpdrug 54 bpbiom 54.4 bpdrug 54 bpbiom 52 bpelec 53.8 bpelec 54.5 bptran 53.4 bpdrug 54 bpmedi 53.9 bptele 50.9 bpeuro 53.6 bptran 54 bpelec 52.1 bpinet 53.2 bpgame 53.5 bpsoft 50.7 bpstee 52.9 bpdrug 54 bpstee 52 bptran 52.9 bptele 53.1 bpstee 50 bpprot 51.3 bpeuro 53.6 bplati 48.1 bpstee 50 bpsoft 52.8 bpeuro 50 bpeuti 49.4 bpstee 52 bpeuti 48.1 bpmedi 50 bpeuro 50 bpdrug 49.6 bpdrug 49.2 bpeuti 50.6 bpinet 47.42 bptele 49.1 bptran 49.4 bpeuti 48.1 bpauto 48.5 bpmedi 49 bptele 47.2 bpsoft 48.9 bpotc 49.4 bpotc 46.5 OVER-THE-COUNTER bplati 48.1 bpchem 49 bpmedi 47.1 bpotc 48.3 bpreal 48.2 bpreal 46.3 bpmedi 48 bpprot 48.7 bpsoft 46.8 bplati 48.1 bpeuti 48.1 bplati 46.3 bpwast 47.5 bpopti 48.64 bpcomp 46.8 bpeuti 48.1 bpstee 48 bptran 46 bpreal 47.4 bpotc 48.2 bpotc 46.7 bpcomp 47.6 bpcomp 47.6 bpprot 45.9 bpchem 47.1 bplati 48.1 bpopti 46.31 bpopti 47.02 bpopti 47.55 bpinet 44.81 bpinet 47.06 bpreal 47.1 bpreal 46.1 bpauto 46.4 bplati 46.3 bpcomp 44.4 bpsavi 46.8 30week 46.62 bpchem 45.2 bpreal 46.3 bpbusi 44.8 bpopti 43.67 LEADING INDICATOR #2 bpotc 46.5 bpnyse 46.6 bpauto 44.9 bpchem 45.1 bpprot 44.7 bpsavi 41.8 bpnyse 46.4 bpsavi 46.5 bpprot 44.7 bpnyse 44.6 bpnyse 44.5 bpnyse 41.5 NEW YORK STOCK EXCHG. bpopti 46.35 bpfina 46.4 bpnyse 44.7 bpsavi 44.2 bpfina 43.2 bpbusi 41.1 30week 46.17 bpcomp 45.7 bpsavi 44.5 bpfina 43.8 bpsavi 42.9 bpfina 40.5 bpcomp 45.7 bptele 45.4 bpfore 44 bpheal 42.7 bpheal 42.1 bptext 40.4 bptele 45.5 bpauto 45.4 bpwast 43.3 30week 42.67 bpfore 42 bphous 40.3 bpaero 45.2 bpwast 45 bpfina 42.9 bpprot 42.1 bpchem 41.7 bpfore 40 bpfina 45 bpsoft 44.2 bpbusi 41.9 bpfore 42 bpauto 40.6 bpchem 39.8 bpmach 44.6 bphous 42.2 bpaero 41.1 bpwast 41.7 bptext 40.4 bpleis 39.3 bpwall 43.4 bpbusi 41.9 bpbank 40.9 bpaero 41.1 bpwast 40 bpheal 39.3 bphous 43.2 bpwall 41.5 30week 40.4 bphous 40.7 bprest 39.8 bpwast 37.9 bpbusi 42.2 bpbank 41.2 bphous 40 bpbusi 40.6 30week 39.25 bprest 37.8 bpbuil 40.2 bptext 40.7 bptext 39.4 bpmach 39.4 bpleis 39.1 bpfood 37.5 bpsoft 39.8 bpmach 40.4 bpleis 39.2 bpfood 39.1 bpfood 38.5 bpbuil 36 bptext 39.5 bpleis 39.7 bpheal 39 bpbank 39 bphous 38.4 bpauto 35.4 bpfood 39.5 bpfood 38.9 bpbuil 38.7 bprest 38.6 bpbuil 38.4 bpmach 35 bpheal 39.1 bpheal 38.6 HiLo 38.39 bptext 38.5 bpmach 36 bpreta 34.3 bpbank 39 bpaero 38.4 bpfood 37.9 bpbuil 37.6 bpaero 35.6 30week 33.56 LEADING INDICATOR #4 bpleis 38.9 bprest 37.8 bpmach 37 bpleis 36.5 bpbank 34.6 bpbank 31.1 bprest 37.3 bpbuil 37.6 bprest 36.6 HiLo 34.41 bpreta 33.2 bpprec 30.4 bpinsu 35.5 bpinsu 35.1 bpinsu 31.8 10week 32.59 HiLo 33.13 bpinsu 30.3 bpreta 32.2 bpreta 33.9 bpreta 31.6 bpreta 31.1 10week 31.61 bpaero 30.1 10week 31.77 10week 33.87 bpwall 28.3 bpinsu 30.9 bpwall 28.8 HiLo 26.59 LEADING INDICATOR #3 bpprec 27.7 HiLo 33.01 bpprec 28.3 bpwall 28.8 bpinsu 28.6 bpwall 24.5 HiLo 20.7 bpprec 27.7 10week 26.4 bpprec 28.3 bpprec 28.3 10week 23.88 LEADING INDICATOR #1