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

To: DJBEINO who wrote (9357)	6/8/2001 11:52:52 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

CSMF.SI closed @5.450 +0.250 +4.81% 6,661,000

To: DJBEINO who wrote (9357)	6/11/2001 2:06:18 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

UMC (2303) closed @55.00 -0.50 vol 28,602,901 +++++++++ June 8 net purchase 42,211,000 shares ++++++++ TAIWAN WEIGHTED closed @ 5271.30 +45.02 (+0.86%) Day's Range :5198.44 - 5271.30 +++++++++++ LONG-TERM BUY TSMC and UMC. IC foundries TSMC (2330 TT) and UMC (2303 TT) reported poor monthly sales revenue for May. TSMC posted NT$8.55bn in sales, declining 7% mom and 22% yoy. UMC posted NT$4.95bn sales, declining 14% mom and 40% yoy. These numbers are worse than expected as the market formerly expected flat sales or declines of less than 5% mom. From sources in TSMC, UMC and their suppliers, both foundries will report flat or positive mom sales growth. We still suggest investors to LONG TERM BUY TSMC and UMC.