Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: Czechsinthemail who wrote (7741)	6/15/2000 3:48:00 PM
From: DJBEINO	Respond to of 9582

Three suspended wafer fabs pass environmental impact assessment Taipei, June 14, 2000 (CENS)--Taiwan's Environmental Protection Administration (EPA) this Tuesday approved the environmental impact assessments (EIAs) for three suspended silicon wafer fabs. The three fabs, including Fab 8E of United Microelectronic Corp. (UMC) and two facilities recently completed by Worldwide Semiconductor Manufacturing Corp. and Analog Technology, Inc., were forced to halt operations after the EPA learned that the three firms did not complete EIAs for plant construction as required by law. The three companies submitted construction applications in January 1996, April 1997, and July 1997, respectively, to the cabinet-level National Science Council (NSC), which oversees the Hsinchu Science-based Industrial Park (HSIP) where the plants are based. The EPA ordered the NSC to cancel the construction permits shortly after the fabs began operation and asked the three companies to apply for EIA approval. The companies filed the applications in May, after the EPA had twice notified the NSC to investigate the circumstances under which the construction permits were issued. The council's report, submitted to the EPA on June 7, confirmed that the three factories were built illegally, and on June 12, the HSIP informed the three chipmakers that their construction permits were to be withdrawn. The next day, the EPA approved the companies' EIA applications on the condition that over 85% of the wastewater at the plants is recycled. The administration also stipulated that plant pollution levels would be reviewed in three years, and that long-term plans for reducing volatile organic waste must be enacted. The EPA also approved a plant expansion plan by Macronix International at the June 13 review.

To: Czechsinthemail who wrote (7741)	6/15/2000 4:55:00 PM
From: Peter H. Mack	Read Replies (1) \| Respond to of 9582

Baird . . My point was that by observing the evolution of the product sheets, it is fairly easy to discern some information about what is getting the company's attention. Actually, I see the improved emphasis on the low power Intelliwatt line as encouraging, as there had been recent news items regarding this type of memory for use in cell phones and that market appears to be excellent also. I am assuming that there is considerable maturity in this line as it was first mentioned in the Feb 99 10Q report. The unused production capacity, which has been mentioned before, is of course a blessing, and is the very thing that we count on to achieve the quarterly 20% incremental gains that we have been experiencing and hope to see continue in the future. But in addition, is preproduction engineering support capacity and how best to meet marketing prospects. This involves setting priorities and I would hope that these people are very very busy these days as the company ramps upward. As for the 1 - 2 PE. I saw some information the other day that ISSI also had some sizable investments in Flash memory. Yet they are running a much higher PE. Either they are exceedingly blessed by popularity or we have some fantastic prospects with ALSC. The PMC announcement indicates that we will have yet another quarter of benefit from investments. This apparently will have a positive impact on earnings as well as an improvement in asset holdings. If this pattern continues through more quarters, this should eventually impact price appreciation more than it does now. pete