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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Jong Hyun Yoo who wrote (4016)	3/7/2000 12:05:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

Nice report What was the date for it? Good move up today. Perhaps others read the report? Thanks Kirk out

To: Jong Hyun Yoo who wrote (4016)	3/7/2000 12:19:00 PM
From: Proud_Infidel	Respond to of 5867

JHY, Thanks for the report. It would have been nice though if they had proofread it: LRCX may be making some inroads against their Japanese etch competition for both oxide - via the Exelon medium -density tool Isn't it Exelan? It would look much better to investors if they actually knew the products they were talking about. BK

To: Jong Hyun Yoo who wrote (4016)	3/7/2000 4:19:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Macronix proceeds with 8-in.-wafer fab plans as business improves By Macabe Keliher Electronic Buyers' News (03/07/00, 03:35:08 PM EDT) Propelled by strong demand for flash memories and other chip products, Taiwan's Macronix International Co. Ltd. was back in the black last year after posting a loss in 1998. Macronix, Taiwan's largest supplier of EPROMs, flash memories, and ROM chips, also announced that it would begin construction on a new 8-in. wafer-fab near its headquarters in Hsinchu. The company this week reported a profit of $29.7 million on sales of $545 million, compared with a loss of $49 million on sales of $408 million in 1998. Following a downturn in the semiconductor market in 1998, Macronix rebounded last year, due in part to strong demand for its products in the cell phone and set-top box markets, according to the company's president, Miin Wu. With continuing robust demand for its products so far in 2000, Macronix expects to post close to $1 billion in sales this year, Wu added. Analysts were bullish about the company's prospects. "Due to burgeoning IC demand, we expect strong growth in 2000 for Macronix and Taiwan's other IC companies," said Milton Huang, an analyst at National Securities Co. Ltd., Taipei. Separately , Macronix' board of directors have approved a plan build the company's third wafer fab. Dubbed Fab 3, the 8-in. plant will be capable of making 40,000 wafers a month. It is scheduled to go online by 2003 at a total cost of $1.3 billion. The company's two existing facilities -- a 6-in.- and an 8-in-wafer fab -- are running at or near full capacity, the company said.

To: Jong Hyun Yoo who wrote (4016)	3/9/2000 12:51:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Korea's Anam foundry to expand capacity, add 0.18-micron process By Jack Robertson Semiconductor Business News (03/09/00, 09:16:06 AM EDT) CHANDLER, Ariz. -- The Anam Semiconductor fab in Korea has added Atmel, Alcatel and Ericsson as foundry customers, in addition to making digital signal processors for Texas Instruments Inc. John Boruch, president and CEO of Amkor Technology Inc., which now owns a 42% stake in Anam, said several other new foundry countries have also been added, but he cannot disclose their names at present. In an interview in his Chandler office on Wednesday, Boruch said the Anam fab will also expand production from the current 20,000 wafer starts a month to 30,000 monthly by the end of the year. He also said upgraded equipment is being installed that will take the fab down to 0.18-micron processing from its current quarter micron design rules. Boruch said the fab is now sold out for the next several years -- even with the higher capacity to be added Ever since starting production two years ago, the Anam fab exclusively produced DSPs under contract to Amkor, which in turn sold the chips to TI. According to Boruch, the fab will make a variety of device types for its new customers, including DSPs, flash memory, ASICs, and telecommunications chips. He expected the Anam fab to generate more than $500 million annual revenue when operating at full capacity. The fab now is essentially the main business operation of Anam, as the Korean firm's four chip-assembly and test operations have been purchased by Amkor (see Feb. 28 story ). The U.S. packaging firm also made a $459 million investment in Anam in addition to $950 milllion purchase of the three remaining assembly plants it didn't already own. Last year Amkor bought the leading-edge Anam assembly plant for $600 million. Boruch said the fab partners are now looking to add a second frontend foundry -- either by acquiring one of many empty fab shells around the world, or acquiring an existing fab, and forming a joint venture to take over a portion of an existing fab.

To: Jong Hyun Yoo who wrote (4016)	3/13/2000 3:28:00 PM
From: Proud_Infidel	Respond to of 5867

PC Unit Sales in February Rise 90 Pct. Y-O-Y in Japan March 13, 2000 (TOKYO) -- Sales of PCs in Japan in the second week of February 2000 sustained an upward momentum, with a 90 percent increase in sales units over the same week last year. Still, that is a decline compared to the turnover of the previous week. The week-on-week drop is largely due to a holiday in the second week (Feb. 11), as is observed every year. According to a survey conducted by GfK Japan Ltd., an information service company handling POS data from 42 retail chains of home electronic appliances, PC sales in the third week of February 2000 (Feb. 14-20, 2000) at some 2,000 shops of these mass retailers declined by 5.4 percent in units and by 3.8 percent in value from the previous week. In comparison with the same week last year (Feb. 15-21, 1999), PC sales were up by 90.7 percent in units and by 70.0 percent in value. The average retail price rose by 3,450 yen up to 205,256 yen from 201,806 yen the previous week. (106.53 yen = US$1) The week-on-week decrease was the first in four weeks, however, with a smaller range than was observed in previous years. The range of the decrease in PC sales was 5.4 percent in total units (it was 15.8 percent in the same week last year), 9.1 percent in units for desktop PCs (it was 17.5 percent) and 1.3 percent for notebooks (it was 14.3 percent). That week, Feb. 18 witnessed the debut of Windows 2000 and long cues for midnight sales at some mass retailing stores in Akihabara, an electronics district in Toyko. This event, however, had little influence over the weekly PC sales units, since the machines with Windows 2000 were not yet available in wide variety. GfK Japan collects POS data from 42 IT-related store chains centering on high-volume stores specializing in home electric appliances. It covers about 3,200 stores (as of October 1999) throughout Japan. In cooperation with GfK Japan, Nikkei Market Access provides weekly reports of PC sales in volume and value. The sales data has been based on the same 32 store chains (with about 2,000 outles) since April 1996. The number of PCs sold at the 2,000 outlets is estimated to comprise about 10 percent of gross domestic shipments, and to form 25 percent share in the retail sales channel's market. Note: Nikkei Market Access changed the way of counting the numbers for the week. Up till the previous report, the number of the week was set according to Monday, i.e., if a week starts from the fifth Monday of the month, the week is counted as the fifth week. Instead, from this report, the week, including the first day of that month, is to be counted as the first week of that month.