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Strategies & Market Trends : Greater China Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (1777)	3/28/2004 8:38:52 PM
From: Bo Le	Read Replies (2) \| Respond to of 8334

AUO is hitting ceiling in Taiwan market now. AUO is my #1 favorite, even as my #2 holding. I may add more AUO using some margin money. Normally, I don't take any debt. I also like another Taiwan company AFOP. Like IMOS, AFOP traded on Nasdaq only and is managed by Taiwanese. Most its business facilities are in Taiwan. AFOP sold off since the Nasdaq correction starts. The Taiwan election saga drive it down further. But its business is actually improving. I see a possible near term double for AFOP. Bole