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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (1451)	12/21/2001 9:58:34 PM
From: The Ox	Read Replies (1) \| Respond to of 95427

UMC Optimistic on Post-Christmas Demand TAIPEI, Dec 21 (Reuters) - Taiwan's United Microelectronics Corp (UMC), the world's second largest contract chipmaker, said on Friday it was cautiously optimistic demand could stay strong in the months after Christmas - usually the industry's weakest season. UMC vice chairman John Hsuan said component shipments to electronics firms were light in the weeks after the September 11 attacks on the United States, and companies may need to replace depleted inventory. "We hope that when Christmas is over and our customers check their inventories, they discover they need major re-stocking," Hsuan told reporters on the sidelines of a technology seminar in Taipei. "I am personally leaning towards a more optimistic view." Sales in the electronics industry and its upstream semiconductor sector usually boom toward the end of the year due to holiday demand, but taper off as the next year begins. But with the microchip sector suffering its worst-ever year of decline in 2001 - market research firm Dataquest estimates global semiconductor sales shrunk 33 percent in 2001 - the industry is watching to see if a recent sales upturn is a seasonal blip or the beginning of a recovery. Hsuan said consumer demand had been strong over the holiday season despite fears households would keep a tight grip on pocketbooks after the September 11 attacks on the World Trade Center and Pentagon. "In the past, if our clients had inventories after Christmas, we will find they were in no hurry to re-stock and they all wanted to talk to you about prices," he said. "We hope that this year the situation has changed and they have no inventories and they have no time to talk to you about prices," Hsuan said. "Once they buy actively, our cost structure improves and prices are stable and all this will be reflected on our profit margins." On Friday, UMC's Taiwan-listed shares fell 5 percent to T$45.60 against a 3.76 percent drop in the benchmark TAIEX index, but the issue remains nearly double its 52-week low of T$23.40 hit in early October. (C) Reuters Limited 2001.

To: Donald Wennerstrom who wrote (1451)	12/21/2001 10:00:25 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95427

Here is the result for the SOX this week. Two stocks stayed the same while the other 14 were down. 12/14/01 12/21/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G RMBS 8.02 8.01 0 37 MU 30.25 30.16 0 1.26 24 20 1.20 LSI 15.62 15.45 -1 -0.43 20 TER* 29.53 29.19 -1 -1.00 23 INTC 33.27 32.41 -3 0.62 52 18 2.90 LSCC 21.33 20.50 -4 0.30 68 25 2.73 KLAC* 52.85 50.03 -5 1.34 37 25 1.49 NVLS* 41.84 39.53 -6 0.15 264 25 10.54 AMAT* 42.32 39.97 -6 1.37 29 25 1.17 LLTC 42.70 40.19 -6 0.83 48 25 1.94 XLNX 40.08 37.68 -6 0.39 97 25 3.86 ALTR 23.25 21.50 -8 0.25 86 29 2.97 TXN 30.35 28.00 -8 0.04 700 20 35.00 MOT 16.26 14.99 -8 0.07 214 15 14.28 AMD 17.47 15.87 -9 -0.14 15 NSM 33.25 30.17 -9 0.27 112 19 5.88 TOTALS 478.39 453.65 -5 5.32 85 SOX-X 549.02 520.58 -5 COMPQX1953.17 1945.83 0 *In Semi-Equip Group