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

To: Ken Muller who wrote (8586)	9/27/2000 12:49:44 AM
From: quartarpint	Read Replies (2) \| Respond to of 9582

Ken: The revenues that ALSC is reporting suggests they are selling their chips even if they are older generation devices. And the growing backlog further attest to this. If there is a need for these older chips what's wrong with a company filling that need? There may be much wisdom in management not wanting to compete with INTC or SNDK at the top end but filling a niche market that other chip makers are ignoring at the bottom end.

To: Ken Muller who wrote (8586)	9/27/2000 1:16:49 AM
From: DJBEINO	Respond to of 9582

UMC: OEM Wafer Manufacturing Still Has Bright Prospects September 27, 2000 (TAIPEI) -- United Microelectronics Corp. is anticipating healthy wafer production next year, based on its belief that market demand for PC, cell phone, IA and PDA products will continue to grow. UMC's Board Chairman Hsueh Ming-chih said that the wafer OEM demands still will be strong both on demand from the traditional markets of PCs and cell phones and additional demand from applied communications, IA, PDA and Internet-related products. Hsueh said he has been pretty assured when it comes to 2001 wafer OEM prospect and orders from UMC clients. UMC's wafer plant will continue its high production capacity utilization rate of 99 percent as in this year, in a bid to grant the plant with flexibility and to meet with various clients' temporary demands. Moreover, UMC will pave the way for its 12-inch wafer plant expansion and plan to further incorporate 0.1-micron processing technology in order to solve the problem of inadequate production capacity facing the company last year. Responding to other companies' plans to build wafer foundries in China, UMC's board chairman did not appear to be disturbed at the prospect of future competition in this market. Hsueh said that the infrastructure in China has not yet fully developed to meet investors' demands. Hsueh pointed out that when these companies' wafer foundries are finally completed and ready for mass production, UMC's 12-inch plant equipped with 0.18-micron processing technology will already have started mass production nikkeibp.asiabiztech.com

To: Ken Muller who wrote (8586)	9/27/2000 6:13:24 AM
From: Madharry	Read Replies (1) \| Respond to of 9582

Ken, I am curious . Are you at all familiar with the SAIFUN flash technology that alsc will have access to under its agreement with tower?