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To: DJBEINO who wrote (9301)	4/26/2001 7:24:08 PM
From: DJBEINO	Respond to of 9582

conf call highlights: rev 33m 48% dec from last q weak booking asp weaken in DRAM june q decline from march q remain cautious SRAM 49% of total, dram 51% 462m of the 560m write down are from UMC income 2.2m or 5 cent a share tax rate 40% for march q 340m of umc 1.6m of csmf 200 of brcm 728 of vtss 68k of pmcs 1.23m of tsem 80m invested in 31 startups invetory to decline in next q working net proc new sram products new 8m flash product outlook cloudy pocket of strength recently bottom in june q Questions: prud:expenses increase why? incr reserve for bad debt strenght from japan, optimistic 33m in june a challange Bear stren: pocket of strenght, end market? communication is picking up in europe and japan pc and networking in US is better acivity in distrib channel new products are at cheaper cost Green? which security gain? gain came from brcm Ivory capital:infrastructure,R&D, sales staff 200+ employee,60 in india advance design .13 &.18 are in begalore, india new products second half Needhan:rev by teritory? flash: ramping 4m&8m flash at UMC inventory high:majority are SRAM (4m),no further write-down