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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (13428)	2/19/2004 11:42:00 PM
From: StanX Long	Read Replies (1) \| Respond to of 95729

Polarizer maker Optimax to spend NT$5.5 billion on new lines and equipment Rebecca Kuo, Taipei; Carrie Yu, DigiTimes.com [Thursday 19 February 2004] Taiwan-based Optimax Technology plans to spend NT$5.5 billion on construction of new polarizer lines and equipment procurement this year and will expand its capital by between NT$2.5 billion and NT$3 billion in the second quarter. Last Friday, the company announced it expected its 2004 sales to grow 60% to NT$16 billion. The growth will come on a higher yield rate and ramping up of capacity, it said. The company plans to raise its LCD TV polarizer yield rate from 50% to 70% in 2004 and expand annual capacity to 36 million square meters. Its gross margin is also likely to stay at 35%, with EPS reaching NT$5.78 in 2004, the company said, adding that LCD TV polarizer sales would rise to 15-20% of its total sales this year, up from 6% last year. January 2004 panel shipments for LCD TVs larger than 20 inches Country Thousand units South Korea 250 Taiwan >200 Japan 200 Total >650* Source: Optimax, compiled by DigiTimes, February 2004. About 65% of total estimated LCD TV panel shipments of 10 million units Optimax: 2004 new polarizer line plans Finish construction Volume production Monthly capacity (thousand square meters) Note Front-end - Jul 2004 640 - - Nov 2004 640 - 2H 2004 - Apr 2005 640 Back-end Jun 2004 - - - Total - - 1,920 - Source: company, compiled by DigiTimes, February 2004. Constructed on one line