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To: DJBEINO who wrote (9420)	7/26/2001 4:14:03 PM
From: DJBEINO	Respond to of 9582

DRAM and SRAM ASP uptick.. 2:39PM Micron Tech (MU) 40.00 +1.62 (+4.2%): -- Update -- Rumor circulating that a DRAM manufacturer in Taiwan has shut down, which is contributing to advance in MU shares ++++++++++++ 2:54PM Robbie Stephens Tech Conference : Hearing that positive commentary coming from both National Semi (NSM +2.55) and Cypress Semi (CY +1.73) presentations at the conference. CY is seeing an uptick in ASP business while NSM is seeing better turns business as orders improve from Motorola.

To: DJBEINO who wrote (9420)	7/27/2001 1:41:34 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

UMC (2303)closed @37.90 +0.80 vol 108,168,059 most active +++++++++ TAIWAN WEIGHTED closed @ 4320.59 +20.18 (+0.47%) Day's Range :4289.37 - 4417.62 +++++++++++ Taiwan's TWSE Index rose 50.65 to 4351.06, bringing its gains in the past three days to 7.6 percent. Four government funds this month said they'll invest NT$100 billion in stocks by year-end. The government doesn't comment on whether its funds are purchasing stocks or whether it has directed local money managers to buy shares.

To: DJBEINO who wrote (9420)	7/31/2001 1:40:11 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

UMC (2303)closed @38.90 +1.00 vol 58,436,204 most aactive +++++++++ July 25 net purchase 21,825,000 shares +++++++ TAIWAN WEIGHTED closed @ 4352.98 +32.39 (+0.75%) Day's Range :4275.42 - 4365.90 +++++++++++ Nippon Foundry Inc., 51.74% held by UMC (2303) group, cut its 2001 financial forecasts. Nippon Foundry Inc., formerly expected to report JPY5.8bn net profits, but lowered its forecast to JPY5.0bn net loss in 2001. UMC will therefore have to recognize JPY2.6bn, or about NT$733mn, investment loss this year. We believe Nippon Foundry Inc.’s revised forecast has been anticipated by the market, thus, this news will not have a significant impact on UMC’s share price. We estimate UMC will post NT$1.9bn net loss in 2Q01, for a negative EPS of NT$0.14. UMC will hold its 2Q01 analyst conference this afternoon. According to the “Commercial Times,” UMC will report worse than expected NT$2.5bn to NT$3.0bn loss in 2Q01, as its long-term investments in Japan in Nippon Foundry Inc. and Trecenti experienced heavy loss.