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: DJBEINO who wrote (9343)	5/30/2001 12:00:46 AM
From: DJBEINO	Respond to of 9582

TAIWAN PRESS:UMC Sees Improvement In June Orders Over May TAIPEI (Dow Jones)--United Microelectronics Corp. (Q.UME) Chief Executive Peter Chang said although there is only a slight improvement in the semiconductor sector, the chipmaker's orders for June are better than those for May, China Times reports. Chang is also quoted as saying he expects the sector to remain volatile.

To: DJBEINO who wrote (9343)	5/30/2001 12:00:46 AM
From: DJBEINO	Respond to of 9582

8:16pm 05/29/01 [NIPNY] NEC TO SCALE DOWN CHINA CHIP PLANT EXPANSION -NIKKEI

To: DJBEINO who wrote (9343)	5/30/2001 1:42:24 AM
From: DJBEINO	Read Replies (2) \| Respond to of 9582

UMC (2303) closed @52.00 unc vol 20,700,525 +++++++++ May 29 net purchase 8,436,000 shares ++++++++ TAIWAN WEIGHTED closed @ 5057.07 -38.19 (-0.75%) Day's Range :5048.98 - 5103.65 +++++++++++ ACCUMULATE Taiwan’s IC shares through 2Q01. UMC (2303 TT) announced yesterday that orders rose in June from May; the company might report positive month-on-month sales growth for the first time since last November. UMC’s monthly sales have declined sharply from NT$10.9bn in November 2000 to NT$5.8bn in April 2001, a 47% drop. In our opinion, the rebound of UMC's sales in June is a signal that recovery is coming to the semiconductor industry. We recommend that investors ACCUMULATE Taiwan IC shares ASE (2311 TT), SPIL (2325 TT), Winbond (2344 TT), Nanya (2408 TT), Powerchip (5346 TT), UMC (2303 TT) and TSMC (2330 TT) through 2Q01.