To: kapkan4u who wrote (129418 ) 3/7/2001 4:38:46 PM From: Paul Engel Respond to of 186894 Looks like AMD is MISSING OUT on the notebook BOOM in Taiwan !!! "Quanta said Monday it expects sales to increase this month as Dell and other customers increase their orders. " Just guess whose CPUs are going in to this FAST GROWTH market ?Taiwan manufacturers climb on notebook rebound hopes By Bloomberg News March 7, 2001, 10:10 a.m. PTnews.cnet.com TAIPEI, Taiwan--Shares in Taiwan computer makers surged Wednesday after a report said sales of notebook computers will rise a quarter this year, on a rebound in global demand. Sales of notebook PCs are expected to rise 25 percent to $653 million, the government's Central News Agency said, citing an Information Industrial Council report. Desktop PC sales are expected to show only a 3 percent increase, to $1.2 billion. Investors and analysts expect leading PC companies such as Toshiba and Dell Computer to contract more of their production to Taiwan companies to cut costs. The island is among the world's largest makers of computers and is the second-largest market for equipment used to make microchips. "The longer the profit recession in the U.S. lasts, the better it is for Asian manufacturers as U.S. companies will be forced by shrinking margins to outsource a lot of their production to Asia," said Chris Ong, who helps manage $2.5 billion in Asian stocks at BT Funds Management in Sydney, Australia. Shares of Quanta Computer, Taiwan's biggest computer maker by market value, and Acer, Taiwan's third-biggest computer maker by market value, both rose about 5 percent on the Taiwan exchange. Asustek Computer, a notebook PC maker and a computer motherboard maker, rose almost 7 percent. Quanta said Monday it expects sales to increase this month as Dell and other customers increase their orders. The company expects $308 million worth of orders in March, compared with $233 million in February. Dell could account for as much as half the company's production this year, said Barry Lam, Quanta's chairman. "Outsourcing to Taiwan is increasing," said Janardan Menon, head of Asian technology research at Kleinwort Benson Securities. "Toshiba, Sharp and Sony are increasing their orders from Taiwan and it's likely some others like Dell will also." Copyright 2001, Bloomberg L.P. All rights reserved.