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To: Czechsinthemail who wrote (7153)	3/22/2000 3:59:00 PM
From: DJBEINO	Respond to of 9582

He said Micron was enjoying a surprising surge in sales from aging EDO devices, which he said now commanded a premium about $3 above the spot market price for comparable-density SDRAMs. "We will continue to make EDO as long as our customers want them," he added. semibiznews.com ++++++++++++ ALSC is EDO.....

To: Czechsinthemail who wrote (7153)	3/22/2000 4:01:00 PM
From: DJBEINO	Respond to of 9582

Flash sales will grow 119% to $10 billion in 2000, says researcher (03/22/00, 08:18:46 AM EDT) SCOTTSDALE, Ariz. -- After growing 83% in 1999, flash memory revenues are expected to more than double to nearly $10 billion in 2000, predicted IC Insights Inc. here. Explosive growth in nonvolatile flash memory shipments is being driven by wireless communications and a range of consumer products, such as digital cameras, MP3 audio players and set-top boxes, said the research firm. Flash memory revenues will grow 119% to $9.97 billion this year compared to $4.56 billion in 1999, said IC Insights. The flash market was $2.49 billion in 1998. The research firm predicts that average selling prices for flash chip will continue to climb in the next three years. ASPs were at $3.74 for flash in 1999, but in 2000, average selling prices will jump to $5.25 partly due to shortages of production capacity. Average selling prices will then climb to $5.25 in 2000, $5.79 in 2001, and $6.04 in 2002 before leveling off in 2003 at $5.93, said IC Insights. Worldwide unit shipments of flash memories will grow 56% to 1.9 billion chips in 2000 from 1.22 billion in 1999, according to the market researcher. In 2001, flash shipments will grow 26% to 2.39 billion devices, predicted IC Insights. Not only will flash become the industry's second largest memory segment in 2000, passing SRAMs and trailing only DRAMs, but it will also account for 21% of the total memory market this year, said the research firm. In 1999, flash accounted for 14% of the memories sold. The research firm noted that cellular phones will consume 430 million flash chips in 2000. In addition, the amount of flash memory in each phone is growing substantially. By 2002, the average cell phones will have 64 megabit of flash vs. just 4 Mbits in 1998. semibiznews.com

To: Czechsinthemail who wrote (7153)	3/22/2000 11:34:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

UMC closed @ 109.50 +7.00 vol 94,253,099 +++++++++++++ TAIWAN WEIGHTED closed @9533.87 +464.48 (+5.12%) +++++++++++++++++ Taiwan Shares Surge for Third Day, Led by UMC; Softbank Declines in Japan By George Hsu Asian Stocks: Taiwan Surges, Led by UMC; Softbank Down in Japan Taipei, March 23 (Bloomberg) -- Taiwan stocks rallied, led by United Microelectronics Corp. and other chipmakers, on signs the island's new president Chen Shui-bian will avoid conflict with China. The TWSE index surged 484.37, or 5.3 percent, to 9553.76, as 448 stocks rose and only 8 fell. Its 12 percent gain in the past three days is the biggest since January 1994. UMC gained after forecasting telecommunication chips will rise to a quarter of sales this year from 5 percent last year as orders from Ericsson AB and other mobile phone makers surge. ``As long as there is no immediate risk of confrontation with China, the market will start to reflect the fundamentals,' said Lu Yi-fen, who manages First Global Investment Trust Co.'s $192 million Hitech Fund in Taipei. ++++++++ MSCI adjustments in favor of MSCI China Free Index suggest increased the focus on Taiwan domestic liquidity.and Taiwan electronics earnings growth forecast to expand 50% CAGR in 2000 and 2001.