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To: LBstocks who wrote (60477)	1/7/2000
From: Ruffian	Respond to of 152472

Taiwan Semicon sets sales record in Dec TAIPEI, Jan 7 (Reuters) - World microchip foundry leader Taiwan Semiconductor Manufacturing Co (NYSE:TSM - news) on Friday posted record high monthly sales of T$8.621 billion for December as fierce demand pushed capacity utilisation past 100 percent. In a statement issued after the close of Taiwan stock trading, Taiwan Semicon said its 1999 sales reached a full-year record of T$73.131 billion, up 45.6 percent from 1998. Spokesman Y.C. Huang was quoted in the statement as saying keen global demand for Taiwan Semicon's made-to-order microchip manufacturing services kept its wafer fabrication lines working above their rated capacity in December. Profit figures were not disclosed. Running at full speed and hungry for new capacity, Taiwan Semicon announced on December 30 it would absorb its microchip joint venture with Acer Inc through a share swap. Taiwan Semicon said it would provisionally exchange one of its shares for every six shares in the TSMC-Acer Semiconductor Manufacturing Corp venture, but the ratio could be adjusted in a limited range based on Taiwan Semicon's share price. On Friday, Taiwan Semiconductor shares fell T$5 to finish at T$173 on volume of 40.8 million shares amid a retreat by many technology shares.

To: LBstocks who wrote (60477)	1/7/2000 3:09:00 AM
From: jack bittner	Respond to of 152472

"make jdsu look better" i've been wondering about the value relationship between jdsu and the 2 major network builders (lu and nt)it supplies does jdsu do something other than make and sell components to such as lu and nt? isn't it something like a supplier of hammers and nails to a builder - and, in this case to 2 builders who also manufacture their own hammers and nails? jdsu doesn't have many patents - and none of the key patents - for optics components. when you say this is good for jdsu, is it because jdsu has the necessaries for OC-192 that lu failed to provide its network clients and now lu will buy those from jdsu? or is it that jdsu must wait for specs from lu and nt and then build and sell to them those components they can't make enough of themselves. is nt ahead in OC-192 because nt bought OC-192 items from jdsu, or is it that nt took the lead in OC-192 unrelated to jdsu. something jdsu does that no one else does or can do?