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

To: StanX Long who wrote (13429)	2/19/2004 11:42:23 PM
From: StanX Long	Read Replies (1) \| Respond to of 95729

Quanta and Compal notebook shipments to pick up in February and March Huang Kung Tien, Taipei; Steve Shen, DigiTimes.com [Thursday 19 February 2004] Notebook shipments from the top two Taiwanese makers – Quanta Computer and Compal Electronics – will increase slightly in February and climb more rapidly in March following a month-on-month decline in January, analysts said. The declines last month came as a surprise and were largely due to inventory adjustments by notebook vendors, said analysts. The decline in shipments as well as revenues for the month weighed down the share prices of the two companies. Quanta’s stock reached a low of NT$75.5 on February 10 from a high of NT$90 on January 9 before bouncing back to as high as NT$82 today, while Compal’s slid to a low of NT$41.7 on February 6 from a high of NT$48.7 a month earlier before closing at NT$45.9 today. Quanta and Compal: Estimated 1Q notebook shipments (thousand units) Company Dec Jan Feb March Quanta 855 725 770-780 860 Compal 710 550 600 600-650 Source: analysts, compiled by DigiTimes, February 2004. Quanta and Compal: January 2004 revenues (NT$m) Company Sales M/M Y/Y YTD Y/Y Compal 15,361 -25.5% 40.0% 15,361 40.0% Quanta Computer 21,461 -21.4% 24.7% 21,461 24.7% Source: TSE, compiled by DigiTimes, February 2004.