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

To: Ram Seetharaman who wrote (6657)	12/21/1999 12:46:00 AM
From: DJBEINO	Respond to of 9582

UMC 2303 closed @95.50 +1.50 vol 46,827,000 +++++ Dec 20, net purchase of 5,292 M shares

To: Ram Seetharaman who wrote (6657)	12/21/1999 9:05:00 AM
From: DJBEINO	Respond to of 9582

U.S. levies 10 percent anti-dumping margin on Hyundai DRAM chips The U.S. Commerce Department will impose the highest-ever anti-dumping margin on Korean DRAM (dynamic random access memory) chips shipped to the United States, the Ministry of Commerce, Industry and Energy said yesterday. The U.S. government determined in its fifth annual deliberation to levy a 10.44 percent anti-dumping margin on all DRAM chips manufactured by Hyundai Micro Electronics, including those shipped by LG Semicon in 1997 and 1998, before its merger with Hyundai Electronics Industries, the ministry said. The ruling will be imposed on Hyundai DRAM chips beginning in the middle of next month if the Korean company does not contest it. The Korean chipmaker said the U.S. decision was based on a miscalculation and plans to contest the ruling in an international court. "The U.S. government ignored basic accounting data and applied a distorted calculation method according to its own decision," the Korean company said in a statement. In its first anti-dumping ruling in 1995, the U.S. government slapped a one percent margin on both Hyundai and LG DRAM chips. But in its fourth ruling in September of last year, Hyundai received a 3.95-percent margin and LG 9.28 percent. But Hyundai maintained that all of its chips supplied to the U.S. went through its subsidiary there and stressed that no laws had been broken in the process. Meanwhile, the U.S. Commerce Department will decide on whether the anti-dumping charge should be assessed on all Hyundai DRAM chips, including those by LG Semicon, by a weighted average or on Hyundai chips only. Micron Co., which filed the anti-dumping suit against Hyundai, is calling for a weighted average rate on all Hyundai DRAM chips across the board. Hyundai wants the anti-dumping charge on its chips only, as it took over LG Semicon last year. Updated: 12/22/1999

To: Ram Seetharaman who wrote (6657)	12/21/1999 11:00:00 AM
From: Lutz Moeller	Read Replies (1) \| Respond to of 9582

Ram, yes, the briefing buzz settled down, as the stock price did. Remember so many bought ALSC at higher prices at higher volume and hold their shares now, just as I do. Only weak hands give up. Semiconductor Equipment Book-To-Bill: Nov book-to-bill order rates picked up rising 6% to $1.7 bln, in line with estimates; CSFB says with chip demand forecasted to accelerate from 15-20% in 1999 to 25% in 2000, chipmakers are increasing capital budgets, buying up or equipping vacant fabs, breaking ground on the first new fab starts, and pulling-in the transition to 300mm; likes AMAT, ASML, TER, KLAC (briefing 7:27 ET). So things develop nicely and some day Wall street will find ALSC again. Be patient. Let the good news pile up. When you have fresh money, pile up ALSC shares at very reasonable buy prices from some guy who lost his faith too. Lutz