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To: Dave Gore who wrote (116145)11/6/2000 8:53:21 PM
From: puborectalis  Respond to of 120523
 
TXN plus......Taiwan's Mobile Phone Makers to Double Production in 2001

November 6, 2000 (TAIPEI) -- With the strong prospects of the telecommunications
market, Taiwan's mobile phone producers are expected to increase their mobile phone
products to meet mounting demand.

Taiwan's major mobile phone makers, including Arima Computer Corp., Quanta
Computer Inc., Inventec Corp., Acer Communications & Multimedia Inc, and Compal
Electronics Inc., all estimated their mobile phones orders are expected to double next
year.

Compal forecasted that shipments will reach five million systems next year, up 900
percent from this year's 500,000 systems. The company had invested US$3 million to
establish a concern in Korea to develop code division multiple access wireless
technology. The company began producing CDMA handsets since the beginning of
the third quarter of this year. It had acquired a 50 percent stake in Trinity
Communications Inc., which specializes in global system for mobile communications
mobile phones, in the second quarter of this year.

Compal estimated recently that its revenue for this year is expected to reach at least
NT$100 billion (US$3.225 billion at US$1 = NT$31). The wireless business will represent
around 10 percent of that amount.

Arima Communication Corp., a reinvested affiliate of Arima Computer, began producing
triple-band GSM handsets this July. It began pilot-production of general packet radio
service mobile phones, an advanced version of GSM phones, in August. The company
said it has landed a contract from Sweden's Telefon AB LM Ericsson. The contract is
expected to help boost the company's shipments to two million handsets this year and
10 million phones next year.

Quanta forecasted that its shipments will reach five million mobile phones next year, a
400 percent jump from this year. The company has developed dual-band and triple-band
GSM and CDMA gear. The company plans to roll out GPRS mobile phones in the first
quarter of next year.

Inventec Micro-Electronics Corp. and Inventec Appliance Corp. are Inventec's mobile
phone arms. The two affiliates are expected to generate revenue of more than NT$10
billion (US$322.58 million) each next year. Inventec Micro-Electronics debuted its own
smart phones at the end of September and plans to ship a total of 70,000 to 100,000 units
of the phone for this whole year. Shipments are planned to soar to 300,000 to 500,000
systems next year, adding NT$2 billion (US$64.51 million) to the company's revenue.

Acer Communications & Multimedia increased its surface mount technology
production lines in October to boost production to two million handsets a month and
total output to 16 million and 20 million phones a year next year.



To: Dave Gore who wrote (116145)11/6/2000 9:11:19 PM
From: Jenna  Read Replies (1) | Respond to of 120523
 
I never bought an option in my life in after hours. All option put positions were called over and over in the trading forum within the confines of the trading day. Sorry if you got the impression anyone can get anything in after hours. I don't even get stocks in after hours. I might sell in after hours, but then I wouldn't be holding CSCO calls if I could have. Please recheck today's logs.. All the option put positions were called within plenty of time before the closing bell.. and some were reiterated one, two and three times during the doldrums (11:30-2:00) and again 3:00-3:45 period. We were watching like hawks.. for signs of deterioration and we got many.. JNPR, BEAS, BRCM,NUAN, PVTL, MYGN, GILD, EFNT, EXTR, all called put positions and continuing shorts when they triggered shorts in the earlier session like BEAS, EFNT, PMCS. Today was a shorter's delight actually and there were so many falling knives that made David Copperfield's act look tame.