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To: FJB who wrote (20582)	1/7/1999 8:40:00 PM
From: rich4eagle	Read Replies (1) \| Respond to of 25960

yes, it looks like the memory business has turned the corner, and likely folks will be looking for DUV solutions to meet future needs

To: FJB who wrote (20582)	1/8/1999 8:17:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Semiconductor foundry services provider Taiwan Semiconductor (NYSE: TSM) moved up $2 1/8 to $18 3/16 after posting a 14.3% year-on-year increase in 1998 sales. While net profits slid 14.6% during the year, December bookings came in at record levels, leading the company to forecast better results in 1999. Two additional nuggets of scuttlebutt also bolstered the firm's share price today. Numerous reports surfaced that number-one DRAM manufacturer Samsung is not accepting any more orders for 64 Meg chips, brightening the near-term outlook for Taiwan Semiconductor's DRAM business a bit. Also, the strong PC unit sales figures that helped carry various Internet stocks higher today (see this afternoon's Fool Plate Special) also bode well for the company, which derives 40% to 45% of its business from the PC-related sector. www1.newsalert.com www1.newsalert.com