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To: Czechsinthemail who wrote (7315)	4/20/2000 2:53:00 PM
From: DJBEINO	Respond to of 9582

Potential Market Shortage of 16M DRAM Fast Page Mode and EDO Products Leaves OEMs to Evaluate Resources ALISO VIEJO, Calif.--(BUSINESS WIRE)--April 20, 2000--Paul Meyers, commodity manager of American IC Exchange (AICE), today identified a potential market shortage of 16M DRAM fast page mode and EDO products. Meyers projects that the short supply is due to manufacturers of 16M DRAM transitioning away from the trailing-edge product to the more advanced, cutting-edge devices including the 64M DRAM. Alternatives to the 16M shortage are available; however, for white box manufacturers and VARs of memory upgrades, they equate to additional cost in board design as well as compatibility issues that must be overcome. Manufacturers must select from tradeoffs including time-to-market and price. Meyers said: ``The short supply for 16M DRAM continues and prices are showing signs of moving upward. Unless OEMs and CEMs can find alternative fabrication facilities, this trend will continue.' AICE continues to provide buying and selling solutions for OEMs and is a global leader in the distribution of commodity semiconductors and computer products. AICE was the first company to offer an Internet service (RAMDEX(TM)) to help the OEM customer eliminate the guesswork from buying and selling on the global spot market. biz.yahoo.com

To: Czechsinthemail who wrote (7315)	4/21/2000 9:07:00 AM
From: DJBEINO	Respond to of 9582

Micron's dumping charge against Taiwan-made SRAM fails Taipei, April 20, 2000 (CENS)--The U.S. Court of International Trade, for the second time, has decided not to uphold the dumping charge filed by Micron Technology of the U.S. against SRAM (static random access memory) imported from Taiwan. Micron filed charges with the U.S. Department of Commerce in February 1997, accusing SRAM manufacturers in Taiwan and South Korea of dumping in the U.S. In February 1998 the Department of Commerce imposed antidumping tariffs of between 7.59% and 113.85% on Taiwan-made SRAM. The antidumping tax came into force immediately, following the U.S. International Trade Commission (ITC) decision in April 1998 that Taiwan-made SRAM had hurt the American industry. Taiwanese SRAM manufacturers involved in the case appealed to the U.S. Court of International Trade against the dumping charge in May 1998, and gained an initial victory in July l999, as the court returned the case to the ITC for re-examination. The ITC upheld its original decision in August last year. The Taiwanese manufacturers made a second appeal, and again it was returned to the ITC for judgement. The ITC's decision is expected at the end of May. The Taiwan Semiconductor Industry Association (TSIA) is satisfied at the result of domestic SRAM makers' persevering in their struggle for their due rights. The TSIA is willing to share the experience with other domestic manufacturing industries and the government agencies concerned to help domestic manufacturers compete in the international market.

To: Czechsinthemail who wrote (7315)	4/21/2000 9:40:00 AM
From: Steve Lewis	Read Replies (1) \| Respond to of 9582

Another angle in which to possibly consider ALSC's upside for it's core chip business: - ALSC owns rights to a certain amount of wafer production(UMC & Charter) with minimum amounts necessary. When and if the supply shortage comes , they will have access & the ability to produce additional wafer volumes (within reason). It's also possible that they can "trade" they wafer rights to other partners (for a reduced R0I but at least, in theory, a return) I'm not sure how to quantify this "trade" and it is only speculative at this point. The chip supply/demand situation and the investing "herd's" reaction should be evident by Labor Day hopefully.