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Strategies & Market Trends : Greater China Stocks

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To: Julius Wong who wrote (1775)	3/28/2004 1:11:22 PM
From: Bo Le	Read Replies (2) of 8334

Top Holding: IMOS IMOS become my top holding once again. #2 now is AUO. I sold all my stocks on March 18 before Taiwan election (I have only one stock, AUO, for most of this year) and bought heavly IMOS and AUO last week. Now I am 100% invested with 60% in IMOS and 40% in AUO. I expect both of them to do well in next 3 - 6 month. Bo

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