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To: Ausdauer who wrote (7452)	5/8/2000 1:56:00 AM
From: DJBEINO	Respond to of 9582

UMC closed @ 106.50 +2.50 vol 71,415,000 most active +++++++++++++++++++ May 6 net purchase of 1,298M shares ++++++++++++++ TAIWAN WEIGHTED closed @8616.18 -40.95 (-0.47%) +++++++++++++ Taiwan TWSE Index rose 0.4 percent to 8689.56. United Microelectronics Corp. rose 0.9 percent to NT$105 as investors bought its shares before it issues its dividend on Wednesday. +++++++++++++++++++ Taiwan Hot Stock: United Micro +2.4% On Good 1Q Pft TAIPEI (Dow Jones)--Shares of chipmaker United Microelectronics Corp. (2303.TW) were up NT$2.5, or 2.4%, to NT$106.5 ($1=NT$30.675) on volume of 20.9 million shares at 0130 GMT (9:30 p.m. EDT) Monday. Buying in the stock remains strong after it said last week that post-merger first-quarter net profit totaled NT$7.25 billion, said analysts. Late last year, UME merged with four of its affiliate in a bid to boost efficiency and reduce costs. In addition, the global semiconductor industry continues to recover, which will also boost the company's sales and earnings this year, said analysts. The rise was in line with the gain in the overall stock market, which is up 42.11 points, or 0.5%, at 8699.24 amid bargain hunting after Saturday's losses, said analysts. ++++++++++++++++ Taiwan's Winbond Elec Apr Sales NT$3.56B Vs NT$2.31B TAIPEI (Dow Jones)--Winbond Electronics Corp. (2344.TW), one of Taiwan's largest chip makers, said Monday that April sales rose to NT$3.56 billion ($1=NT$30.663) from NT$2.31 billion in April 1999.

To: Ausdauer who wrote (7452)	5/8/2000 9:57:00 AM
From: DJBEINO	Respond to of 9582

Higher DRAM Prices in May No Surprise -- Forecasting Firm Offers Accurate Forecast for Turning-Points in DRAM Pricing CUPERTINO, Calif.--(BUSINESS WIRE)--May 8, 2000--As DRAM average selling prices increase again in May from April price levels, Advanced Forecasting Inc. is announcing their quantitative forecast model has again accurately predicted, three months in advance, another turning point for DRAM prices. Advanced Forecasting Inc. (AFI), a semiconductor forecasting firm, is providing memory vendors, procurement managers, and industry analysts early identification of DRAM average selling price turning points. By general predictions and human extrapolation from industry sources, DRAM prices were expected to stabilize ``sometime'' in the first part of 2000, after falling over 50% from the end of last year. However, AFI's forecast, based on measurements of economic factors, can offer a more specific means of predicting the price turning points. ``Our quantitative forecast model predicted the upswing in DRAM ASP in April, just like it predicted the price peak last November,'' said Dr. Moshe Handelsman, founder and president of AFI, ``this early information is invaluable to companies and individuals who closely watch for turning points in DRAM prices.'' The likely scenario of even higher DRAM prices and limited supply during the second half of 2000 is supported by increased MOS Fab utilization, as seen in the industry today and accurately predicted by AFI's Fab Capacity Utilization Forecast. DRAM continues to drive a significant segment of the IC industry impacting Fab capacity utilization. Industry analysts have pointed out that no major increase in capacity, other than incremental shrinks, from major DRAM vendors is expected to come on line this year. However, the importance of a quantitative forecast is its ability to predict unanticipated changes. Dr. Handelsman went on to note that the objective nature of the methodology is what makes the DRAM ASP forecast valuable. ``We are performing monthly measurements of economic factors that influence high tech end-product consumption by companies and individuals. These are products that consume ICs. It's also important to point out that the DRAM ASP forecast is derived from the same quantitative methodology that has enabled AFI to predict 90% of the IC Industry Turning Points since 1986. This methodology has proven itself,'' said Dr. Handeslman. The DRAM ASP Forecast and the Fab Capacity Utilization Forecast are available on an annual subscription basis and AFI offers a three month full refund guarantee period. AFI provides quantitative forecasts of all ICs and discrete devices, semiconductor equipment (Front-End and ATE), disk drives, PCBs, Fab Capacity Utilization, Wafer Shipments and DRAM ASPs. AFI is the only forecast organization that guarantees its forecasting services with a full refund period. More information about AFI's methodology, publications, and services is available online at adv-forecast.com. Note: A sample of the DRAM ASP Forecast or the Fab Capacity Utilization Forecast can be obtained by contacting Advanced Forecasting, Inc. biz.yahoo.com

To: Ausdauer who wrote (7452)	5/8/2000 7:03:00 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 9582

Ausdauer, I'm not close enough to ALSC management to be able to answer your question about why they have been slow deploying new flash products. Looking over their product sheets, they are in the process of rolling out a large number of new chips. If I were to hazard a guess, the delays might be because they have been conservative rather than early deployers. I don't know exactly how long it takes to design and set up production for DRAM/SRAM/Flash chips. But given a fairly long and bleak period for chipmakers, they may have held back on hirings and major design and production commitments until they had clearer indications of market demand. It is easy to second guess that decision when we are moving into a strong semiconductor market. But look where semi stocks were a year ago. Overall, I would say the Reddys have done a good job of husbanding resources and targeting profitable investment opportunities. Their foundry investments look very good, as I think will the venture programs. We will see if they are able to ramp up production on their new chips. If so, and they have decent pricing going forward, I think they have a good chance of exceeding current earnings estimates by a wide margin.