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To: Lone Star who wrote (35974)	7/24/2000 11:12:44 AM
From: michael97123	Respond to of 70976

Lone Star, Sure up 4 when I have an order in in low 70's. I was sure we would get the selloff this morning and I would make a great trade. Oh well, I'm glad I'm long. I win either way. Mike

To: Lone Star who wrote (35974)	7/24/2000 11:34:45 AM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

I think we are seeing a runup into the LRCX and KLAC earnings, to be reported Wednesday afternoon and Thursday morning, respectively. We may see a selloff on Thursday, as this is quite common after such a runup, although it is possible that it could just continue to go up in advance of AMAT earnings on August 9th. If we get back to the top of the trading range by Wednesday, then I think a Thursday selloff is more likely, unless one of those companies posts some big, unexpected good news, like a big jump in bookings, or something like that. This concludes my "On the one hand, on the other hand" analysis. (Grin) Lone Star, I know you know this, but let me just post this warning in case any novice investors are reading this: Past patterns of stock movement are no guarantee of future performance!

To: Lone Star who wrote (35974)	7/24/2000 11:40:47 AM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Lone Star, >Just to break the monotony of the OT garbage,... What a novel idea! To continue the on topic, AMAT got an upgrade or other good words from S.G. Cowen this morning. 3 other equip companies also. Caught it while shaving, so not-so-great of a report from here. With regard to Hey Justa, I've looked at that site a few times, imagined where things might go if I started posting there, decided against it. Back to OT, hopefully Cowen's report starts us recovering from the insanity of "it's peaking, the sky is falling." Tony

To: Lone Star who wrote (35974)	7/24/2000 12:02:41 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Seems the US is not the only one experiencing power problems thi summer: Taipower warns TSMC of power shortage in Tainan park, says news report Semiconductor Business News (07/24/00, 09:39:12 AM EDT) TAIPEI -- State-run Taiwan Power Co. has warned Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) that delays in completing a new high-voltage transmission line to the Tainan Science-based Industrial Park could result in electrical power shortages at TSMC's new Fab 6 plant, according to a report by BridgeNews service. The news service quoted a Taipower official as saying that the utility company has asked TSMC to cut electrical use at the new wafer-processing plant to prevent an overload on the power grid, which could cause an electrical failure in Taiwan's new high-tech park in the southern part of the Island. A response from TSMC has not yet been received by Taipower, according to BridgeNews. TSMC is not only ramping up Fab 6 into volume production of 8-inch wafers, but the silicon foundry giant is also getting ready to install equipment for its first 300-mm pilot line inside the massive six-story building, which has 190,000 square feet of cleanroom. The facility is expected to be ramped to a volume of 50,000 eight-inch wafer starts a month in 2001, and if all goes as planned, the 300-mm pilot line will be running at 4,500 twelve-inch wafers a month by the fall of next year (see March 30 story). TSMC is also constructing high-volume 300-mm plant, called Fab 14, across the street from Fab 6 in the Tainan industrial park. That facility could being running 300-mm wafers as early as the fourth quarter of 2001 if all goes well in TSMC's pilot plant and the chip market continue to remain healthy, according to company officials. TSMC's silicon foundry rival, United Microelectronics Corp. (UMC) is also planning to set up wafer-processing plants in Tainan's growing industrial park. Tainan has become a hot spot for semiconductor growth and high-technology companies looking for space to grow now that the country's Hsinchu Science-based Industrial Park is nearly filled up. TSMC's chairman Morris Chang has expressed concern about Tainan's infrastructure as the industrial park expands quickly in the next year. Earlier, an interview with SBN, Chang said he did not anticipate any problems in the immediate future, but if new infrastructure was not added in the coming year, manufacturing plants could face problems. In particular, Chang has worried about water. But now, Taipower officials are warning TSMC and other manufacturers in the Tainan park that power shortages could hit the site next year because of delays in stringing the new high-voltage line to the area, said BridgeNews. The new transmission line is expected to come online six months behind schedule at the next of next year, according to the news service.

To: Lone Star who wrote (35974)	7/24/2000 12:02:51 PM
From: Proud_Infidel	Respond to of 70976

Seems the US is not the only one experiencing power problems this summer: Taipower warns TSMC of power shortage in Tainan park, says news report Semiconductor Business News (07/24/00, 09:39:12 AM EDT) TAIPEI -- State-run Taiwan Power Co. has warned Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) that delays in completing a new high-voltage transmission line to the Tainan Science-based Industrial Park could result in electrical power shortages at TSMC's new Fab 6 plant, according to a report by BridgeNews service. The news service quoted a Taipower official as saying that the utility company has asked TSMC to cut electrical use at the new wafer-processing plant to prevent an overload on the power grid, which could cause an electrical failure in Taiwan's new high-tech park in the southern part of the Island. A response from TSMC has not yet been received by Taipower, according to BridgeNews. TSMC is not only ramping up Fab 6 into volume production of 8-inch wafers, but the silicon foundry giant is also getting ready to install equipment for its first 300-mm pilot line inside the massive six-story building, which has 190,000 square feet of cleanroom. The facility is expected to be ramped to a volume of 50,000 eight-inch wafer starts a month in 2001, and if all goes as planned, the 300-mm pilot line will be running at 4,500 twelve-inch wafers a month by the fall of next year (see March 30 story). TSMC is also constructing high-volume 300-mm plant, called Fab 14, across the street from Fab 6 in the Tainan industrial park. That facility could being running 300-mm wafers as early as the fourth quarter of 2001 if all goes well in TSMC's pilot plant and the chip market continue to remain healthy, according to company officials. TSMC's silicon foundry rival, United Microelectronics Corp. (UMC) is also planning to set up wafer-processing plants in Tainan's growing industrial park. Tainan has become a hot spot for semiconductor growth and high-technology companies looking for space to grow now that the country's Hsinchu Science-based Industrial Park is nearly filled up. TSMC's chairman Morris Chang has expressed concern about Tainan's infrastructure as the industrial park expands quickly in the next year. Earlier, an interview with SBN, Chang said he did not anticipate any problems in the immediate future, but if new infrastructure was not added in the coming year, manufacturing plants could face problems. In particular, Chang has worried about water. But now, Taipower officials are warning TSMC and other manufacturers in the Tainan park that power shortages could hit the site next year because of delays in stringing the new high-voltage line to the area, said BridgeNews. The new transmission line is expected to come online six months behind schedule at the next of next year, according to the news service.