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Technology Stocks : DSP Group: an incredible bargain? -- Ignore unavailable to you. Want to Upgrade?

To: Tom Caruthers who wrote (1024)	9/29/1999 1:29:00 PM
From: Kevin Hay	Respond to of 1055

Well I still haven't been able to talk with mike cohen (phn: 408-986-4424), but looking back at my conf call notes I have one note that says mfg done by tsmc. (don't know if this is all their mfg or not...) here's a tsm pr from 9/27: ---------------------------------- biz.yahoo.com Monday September 27, 3:00 pm Eastern Time Company Press Release TSMC Anticipates 80 Percent of Normal Production Moves by Thursday SAN JOSE, Calif.--(BUSINESS WIRE)--Sept. 27, 1999--Taiwan Semiconductor Manufacturing Company (NYSE: TSM - news) said at 11:00 a.m. PDT, that the company anticipates 80 percent of normal production moves for all of its facilities by Thursday Taiwan time. With TSMC operating at 100 percent of its normal power allocation and unaffected by Sunday morning's magnitude 6.7 aftershock, wafer shipments have been increasing substantially. Key vendor teams remain on site and are assisting TSMC personnel with equipment check-out and repair. ``We have made significant new shipments as a result of today's production moves and expect continuously increasing shipments from this point on,' said Ron Norris, senior vice president of worldwide marketing and sales for TSMC. In addition, TSMC's mask shop and test areas are operating at 100 percent of their capability, and most of the masks broken in the original quake have been replaced. On another front, TSMC is correcting a weekend press report, quoting TSMC president F.C. Tseng. In this report, which was subsequently re-published elsewhere, Dr. Tseng was quoted as saying the company would experience a much more significant and longer term impact to our operations and customer support. These comments were made in the context of a worst case scenario should TSMC not get timely support required to operate at full power. However, this scenario became moot when Taiwan Power restored 100 percent normal power allocation to all of Hsin-Chu Science-Based Park. *I don't really have a warm-n-fuzzy about this, but it looks like dspg is probably ok. ------------------------------- fwiw, my recent call history to dspg is as follows: left message for mike cohen on 8/2/99 he was to be back on 8/16/1999 left another message on 8/25 called several times on 8/26, no answer left another message on 9/29 --this is unfortunate and always worries me when it happens. up until this quarter, mike cohen has been quite good about returning calls. has anyone else tried calling? -K

To: Tom Caruthers who wrote (1024)	10/4/1999 6:25:00 AM
From: Kevin Hay	Read Replies (1) \| Respond to of 1055

re: Taiwan quake Well I talked with Mike Cohen. -re: the quake. he said they'd be sending some one down this week to size it up -- said they'll discuss this at the next conf call. He said there'll be no impact for q3. **I've got a half page of calcs that say the worst case will be a 1-3 cent/share hit. This was basically from looking at dspg's days of inventory, last q, and tsm's days of lost sales... It's a fairly crude calc, but is enough that I see any weakness as a buying opportunity, said with a straight face. =-=-=-=-=-= From last 10k Filing Date: 3/31/99: We contract fabrication services for speech and telephony processors from Taiwan Semiconductor Manufacturing Company, Tower Semiconductor and Samsung. from 6/99 10q: WE DEPEND ON INDEPENDENT FOUNDRIES TO MANUFACTURE OUR INTEGRATED CIRCUIT PRODUCTS. All of our integrated circuit products are manufactured by independent foundries. While these foundries have been able to adequately meet the demands of our increasing business, we are and will continue to be dependent upon these foundries to achieve acceptable manufacturing yields, quality levels and costs, and to allocate to us a sufficient portion of foundry capacity to meet our needs in a timely manner. To meet our increased wafer requirements, we have added additional independent foundries to manufacture our TAD speech processors. Our revenues could be harmed should any of these foundries fail to meet our request for products due to a shortage of production capacity, process difficulties, low yield rates or financial instability.