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To: DavidG who wrote (39761)	10/9/1998 3:59:00 PM
From: DJBEINO	Respond to of 53903

Mosel-Vitelic to convert memory fab into IC foundry By By Sandy Chen Electronic Buyers' News (10/09/98, 01:18:12 PM EDT) Hurt by the ongoing slump in memory market, Mosel-Vitelic Inc. willbecome the latest Taiwan DRAM maker to enter the more-profitable butcompetitive IC-wafer foundry business.. Hsinchu-based Mosel-Vitelic will convert its 6-in. wafer-fab, which made specialty memories and 16-Mbit DRAMs, into a full-fledged foundry operation. This fab will also become an independent division and will shortly offer foundry services in the areas of logic chips, power ICs, and embedded memories, according to William Chen, executive vice president of Mosel. "Now, commodity memory pricing is so bad. Our 6-in. fab can produce higher-value chips (for foundry customers),'' Chen said. Meanwhile, Mosel-Vitelic's joint DRAM venture in Taiwan with Germany's Siemens AG, called ProMos, may also move towards a foundry model in the future, Chen added, without elaborating. Right now, though, ProMos is making 64-Mbit DRAMs for resale by Mosel-Vitelic and Siemens. Analysts said it is easier said than done to enter the foundry business, however. "Over-capacity is an issue in the foundry market,'' said John Kuo, an analyst at National Investment Trust Co. Ltd., Taipei.. ''The problem is how can Mosel find foundry customers. It could take at least six months before the company can make the transition into the foundry business." This year, several Taiwan memory makers have entered foundry market in order to offset losses in that business, including Mosel-Vitelic, Nan Ya Technology Corp., Powerchip Semiconductor Corp., and Acer Semiconductor Manufacturing Inc. ebnews.com

To: DavidG who wrote (39761)	10/9/1998 4:02:00 PM
From: DJBEINO	Respond to of 53903

FTC queries chaebols on restraint of trade By Jack Robertson Electronic Buyers' News (10/09/98, 01:35:29 PM EDT) The U.S. Federal Trade Commission is inquiring whether the once-a-month shutdowns of three Korean DRAM makers constitutes a restraint of trade to drive up prices, according to reports circulating in Seoul. The FTC reportedly contacted the Korean government as a routine inquiry about the DRAM fab closings for one week a month by Samsung, Hyundai, and LG Semicon. The Korean Semiconductor Industry Association contacted government officials, who declined to comment about the FTC report, according to Hye-Bum Choi, KSIA director of international trade relations. He said there couldn't be any restraint of trade because each of the Korean companies acted independently and was only following normal business procedures to try to reduce excessive oversupply, as any manufacturer would do in similar market conditions. ebnews.com

To: DavidG who wrote (39761)	10/9/1998 4:13:00 PM
From: JF2155	Read Replies (1) \| Respond to of 53903

David -I tried to be silly but didn't get a uptick to short. With this week action all the days of the week are screw up . Boy that DELL is one hell of a stock . from 41 to 53 in 2 days. JIM