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To: Woody_Nickels who wrote (4937)	5/25/1999 3:57:00 PM
From: DJBEINO	Respond to of 9582

Update: U.S. won't penalize Taiwan's foundries for customers' dumping By Jack Robertson Electronic Buyers' News (05/25/99, 02:33:45 PM EDT) In its preliminary action in the Taiwan DRAM dumping case filed last year by Micron technology, The Department of Commerce (DOC) said penalty duties, which will range from 4%-30%, will be assessed against design firm customers - not the Taiwan foundries themselves. Although the complaint had sought dumping duties against any DRAM producer in Taiwan, the DOC said it will follow the same procedure used in an earlier SRAM dumping case, also filed by Micron, against Taiwan producers. In that case, DOC cited the foundry customers, including several U.S. companies, but not the Taiwan foundries which made the chips. The DOC also said it was investigating Japanese chip makers who used Taiwan foundries to make DRAMs for them. This includes Fujitsu, Toshiba, and Matsushita. U.S. design firms, Integrated Silicon Solution and Monolithic Technology System (MoSys) are also being looked into, according to the DOC. Preliminary penalty duties of 4.96% have been levied against Ertron, a Taiwan design house using Vanguard International Semiconductor Co. as its foundry. Vanguard itself was assessed 10.36% preliminary duties, but only for those DRAMs shipped to the U.S. under its own label. Because it was only acting as a subcontractor, ProMOS, the joint venture fab of Mosel-Vitelic and Infineon Technologies, was dropped from the Taiwan case. Infineon, which supplies the U.S. market predominately from a White Oak, Va. fab and from Germany, was unnamed in the suit, though Mosel-Vitelic Inc. was hit with the largest preliminary penalty of 30.89%. And while those Mosel-Vitelic DRAM modules which are made in the U.S. by an affiliate were excluded from the dumping case, the DOC said other memory modules using Taiwan DRAMs, even those assembled in third party countries, are susceptible to dumping penalties. Taiwan's DRAM makers have 90 days to show the Commerce Department that they were not guilty of dumping.Commerce will conduct further hearings and receive counter-arguments from all Taiwan DRAM suppliers, and then make its final decision on the dumping issue at the end of August. After counter arguments are heard, the final penalties may be either raised or lowered. On some occasions, a company may be deemed not guilty of dumping, and released from the penalty If dumping duties hold up in the final decision, the case goes back to the U.S. International Trade Commission for its final ruling whether the American DRAM industry had been injured. The dumping charge was file against Taiwan chip makers last year by Micron Technology. A counter charge was file last month by the Taiwan Semiconductor Industry Association against U.S. producers, including -- though not solely -- Micron. ebnews.com

To: Woody_Nickels who wrote (4937)	5/25/1999 5:35:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 9582

To all: talked to the CFO & IR of ALSC 1- Anti dumping: ALSC sells most of its products outside USA-so this is not an issue . The rate of 16.6% was lower than anticipated. 2- Seeing improvement in bookings and sales 3- Three cents for this quarter is achievable 4- 16M DRAM prices still firm 5- the Internet Protocol Routing Processor (IPRP) family products will be introduced in June in a media events in Boston and other cities 6- Expenses are under control 7- Maverick sale to BRCM should close end of this month 8 Kenneth petit (sp) came back to work for ALSC. He used to work for a TI start up