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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: John Rieman who wrote (45426)	9/26/1999 1:17:00 PM
From: JPM	Respond to of 50808

Hsinchu, Taiwan, September 26, 1999 V Taiwan Semiconductor Manufacturing Company (TSMC or the "Company") (NYSE: TSM) indicated that as of 17:30 p.m. today 50 percent of the Company's wafer process equipment has already been released for production as a result of the stable power supply by the Taipower and the complete dedication of TSMC's employees. Meanwhile, TSMC has already shipped some finished goods to its customers with the restored capacity. (READ: TSM has shipped to CUBE the shippment which was 'in the truck' when the quake hit.) TSMC spokesman, YC Huang stated that this morning a magnitude 6.7 aftershock hit the central part of Taiwan again. Fortunately, this aftershock did not have any effect on the Company's recovering progress since the aftershock only measured 3 to 4 in the Hsin-Chu Science-Based Park. Followed by yesterday's 20 percent recovery, half of the Company's wafer production equipment has recovered. Mr. Huang continued, "At press time, the wafer moves of our two 6-inch fabs (Fab 1 and Fab 2) are faster and have reached 40 percent. The wafer moves of these two fabs are expected to reach 80 percent on September 28th, 1999. On the other hand, our other three 8-inch fabs (Fab 3, Fab4, and Fab5) have already seen a 15 percent wafer moves, and the figure is expected to return to 70 to 80 percent no later than September 30th, 1999." "Since September 24th,1999, on which day TSMC's received 60 percent power supply from Taipower, we have been working very hard for production recovery to continue processing survived wafers. From this point on, we expect to have continuously increasing shipment. However, it takes time to recover to the normal output. We will try our very best to achieve this goal as soon as possible," Mr. Huang said.

To: John Rieman who wrote (45426)	9/27/1999 11:26:00 AM
From: Emil T. Colosimo	Read Replies (2) \| Respond to of 50808

Please,Some Tech advice , John.Im considering the DVD plunge but want the ability to record , Is anyone making a combined unit that will play the DVD and also record in either DVD or other savable format , if its on a hard drive how can you save a movie length recording , ZIP Drive ??? . Im sorry if this was already shared on this board , I missed it. Long time Cube holder , always appreciated your posts ! can you point me toward a web site ? Thanks EtC

To: John Rieman who wrote (45426)	9/27/1999 12:06:00 PM
From: DiViT	Read Replies (2) \| Respond to of 50808

Lehman summary courtesy of Winter_CFA on the Yahoo SIGM board messages.yahoo.com COMPRESSION (et al)... by: WINTER_CFA 24170 of 24174 The Lehman report on CUBE which came out on Friday uses a some-of-the-parts approach to get a new $71 taget for that stock. It uses Enterprise Value/Share (EV/S) comparisons with GIC, SFA, and HLIT for Cube's Divicom division and with ESST, LSI, ALTR, and XLNX for Cube's Semiconductor division. These values amount to $30.20 and $35.51, respectively, for the CUBE parts. Add $5 in net cash and you get the $71 figure. The EV/S calculation is not disclosed in the report (there are various ways to arrive at an EV/S figure for a firm), but the $71 target amounts to 56.4x and 49.3x estimated EPS for 1999 and 2000, respectively. Using those P/Es for SIGM (and my EPS estimates of $0.25 and $0.75) would generate comparable targets of $14.10 and $36.98, respectively. May both firms' targets be met! (Note - the "over two Qs" COMPRESSION referred to pertains to several news events which could occur, not the timeframe for the stock objective to be met. If unstated, recommendation timeframes are typically 12-18 months). PS - Nice to see the new NetStream product introduced. Better performance and higher gross profitability in one swoop. I like. There with every share. daniel