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To: Pam who wrote (33360)	9/8/2006 8:38:14 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

Silicon Motion Raises 2006 Third Quarter news.moneycentral.msn.com All PRNewswire NewsTAIPEI, Taiwan, Sept. 8 /Xinhua-PRNewswire-FirstCall/ -- Silicon Motion Technology Corporation (Nasdaq: SIMO; "the Company"), a leading fabless semiconductor company that designs, develops, and markets universally compatible, high-performance, low-power semiconductor solutions for the multimedia consumer electronics market, today provided an update to its third quarter guidance. Related newsDow Ends Down 75 on Economic WorriesBig Movers in the Stock MarketSector Snap: Airline Shares MixedSector Snap: WebSideStory DipsPremarket Movers: Palm Slapped Using currently available information, the Company now expects its third quarter sales to be approximately $27-28 million, up 26-31% from $21.4 million in the second quarter. This compares to the Company's previous sales guidance of $25.5-27.5 million for the third quarter. Commenting on the revision, Silicon Motion's President and CEO, Wallace Kou, said: "The third quarter is shaping up well for us. Recently we have seen signs of improvement in the pricing environment for NAND flash memory and, more importantly, we are seeing demand continue to strengthen for flash memory cards that are used with cellular phones."

To: Pam who wrote (33360)	9/8/2006 10:48:59 AM
From: inaflash	Read Replies (1) \| Respond to of 60323

...it had not decided whether its new plant should be built in Japan or overseas, but that tax and subsidy considerations had narrowed overseas candidates to Taiwan, China and Singapore. I'm not sure what advantage Singapore has over Taiwan or China. I believe earthquakes risk is higher in Taiwan (though not sure if it's as high as Japan), leading to higher building costs. China seems to be the low cost option. I don't see why the US is completely eliminated in this horserace. I can see local incentives in areas like Oregon, Idaho, or Utah that might be competitive. I guess that depends on downstream production of testing and packaging centers, which I think Taiwan leads. Just my fleeting opinion, but I think it's Taiwan, China, US, Singapore. If Toshiba doesn't take advantage of these considerations in Taiwan and China, the competitors will.