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To: DJBEINO who wrote (9363)	6/12/2001 10:12:31 PM
From: DJBEINO	Respond to of 9582

UMC outscores TSMC in survey STAFF WRITER United Microelectronics Corp (UMC, Áp¹q), Taiwan's second largest chipmaker, ranked eighth in a major survey of best global high tech firms, beating its larger rival Taiwan Semiconductor Manufacturing Co (TSMC, ¥x¿n¹q). The venerable TSMC, run by chairman Morris Chang (±i©¾¿Ñ) ranked 24th, a full 10 notches below Hon Hai Precision Industry Co (ÂE®üºë±K), which is listed at number 14 in The Information Technology 100 in the latest issue of Business Week. In an accompanying story, the magazine quoted UBS Warburg Hong Kong-based tech strategist Sean Debow as saying that UMC is "within striking distance of TSMC now." In January-May, UMC's sales stood at NT$34.36 billion, down 1.65 percent from the corresponding period last year. Among other local firms making it into the global ranks, motherboard maker Asustek Computer Inc (µØºÓ¹q¸£), now aggressively pushing into China, ranked 42 while notebook PC maker Compal Electronics Inc (¤¯Ä_¹q¸£) was put at 47, for "perfecting the art of supply-chain management." VIA Technologies Inc («Â²±¹q¤l), a chip designer which is also one of the world's fastest growing companies, ranked 69th as Macronix International Co (©ô§»¹q¤l), a manufacturer of flash memory chips for companies such as Nintendo, came in at number 99. Business Week chose the companies from a universe of nearly 550 companies with revenues of at least US$400 million, while Internet companies with US$25 million or more in sales were included. The companies were ranked based on five financial indicators: revenue, revenue growth, return on equity, total return and profits. taipeitimes.com

To: DJBEINO who wrote (9363)	6/13/2001 1:40:15 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

UMC (2303)closed @53.00 -2.00 vol 32,981,638 +++++++++ June 12 net purchase 7,442,000 shares ++++++++ TAIWAN WEIGHTED closed @ 5209.71 -56.53 (-1.07%) Day's Range :5205.03 - 5318.71 +++++++++++ Foreign securities houses suggest 'outweigh' Taiwan stocks Taipei, June 12, 2001 (CENS)--Two foreign investment banks, Morgan Stanley and Credit Suisse First Boston, have recently recommended their clients to fill up their portfolios with Taiwan stocks, citing a clear sign of an upturn in the local bourse. Ajay Kapur, Morgan Stanley's chief analyst for Asia-Pacific region, said he strongly recommends to "buy" Taiwan stocks at the moment, though some analysts still held conservative views on the local bourse. Noting that the index of "Earnings Revision", a leading indicator for global corporate earnings, has already bottomed-out recently, Kapur said buying stocks could now yield remarkable returns six months later. Kapur suggested clients pick up technology issues, but shun away from financial, property and telecommunications stocks. Meanwhile, Stewart Paterson, a strategic analyst at CSFB for Asia-Pacific area, said the business cycle in the entire Asia-Pacific rim, except Japan, has already hit its bottom, indicating the beginning of a bullish market. The worse of the corporate earnings warnings for local stocks was already over and it is the right time to "outweigh" Taiwan stocks, Paterson said.