11.16.2001 - 16 Nov., 2001
3Q01 GDP results looking at 5% decline
Company Visit – Ambit (2386 TT) riding broadband trend into 2002
Wintek (2384 TT) slashes '01 forecasts for second time
Company Visit - Sunplus (2401 TT) down, but not out

11.15.2001 - 15 Nov., 2001
Compal (2324 TT) and Quanta (2382 TT) singled out for more US business
Legislature ratifies raise on foreign telecom ownership
Rumors of Intel-VIA (2388 TT) resolution unfounded

11.14.2001 - 14 Nov., 2001
Cooperative Bank to decide UWCCB (2826 TT) share auction price
TCC (4901 TT) and CHT (2412 TT) to meet full-year targets
Zyxel (2391 TT) uninspiring outlook on ADSL business

11.13.2001 - 13 Nov., 2001
Spot price flying high
Further easing of QFII investment limits announced
Ritek (2349 TT) move into optical components paying off
Macronix (2337 TT) guidance points to gloomy outlook

11.12.2001 - 12 Nov., 2001
WTO: Taiwan in at last
ACM (2352 TT) setting the pace
Formosa Plastics (1302 TT): A naptha cracker for China?

11.09.2001 - 09 Nov., 2001
TSMC (2330 TT) dazzles again
Winbond (2344 TT) redefining as Flash and niche DRAM play
Delta (2308 TT) still good value
Quanta (2382 TT) results coming in well on track
Company Visit - Cheng Shin Rubber (2105 TT): Keeping those tires rolling . . .
Easing of China investment restrictions good for exporters

11.08.2001 - 08 Nov., 2001
''No haste, be patient'' ? Confined to history?
Central Bank cuts rediscount rate to 2.25%
October exports surprise
Amtran's (2489 TT) strong results due to favorable product mix
Ritek's (2349 TT) gross margin riding high going into 2002
Macronix (2337 TT) reports a moderate uptick

11.07.2001 - 07 Nov., 2001
Central Bank to shadow Fed
ODL ratio worsens
Elan's (2458 TT) subsidiary to form strategic alliance with Divio

11.06.2001 - 06 Nov., 2001
CPI edges up 1.0% in October, topping expectations
"Aggressive opening, effective management"
Compal (2324 TT) revenues surge 34% MoM
Giga-Byte (2376 TT) books second ever highest monthly sales
President Chain Stores (2912 TT): Solid defensive play ? Initiating coverage

11.05.2001 - 05 Nov., 2001
Amtran (2489 TT) Company Visit - LCD monitor shipments surge
ProMos (5387 TT) Company Visit ? Talking merger with Infineon

11.02.2001 - 02 Nov., 2001
D-Link (2332 TT) to benefit from alliance with Symbol
UWCCB (2826 TT) Result ? October slightly up on the month
VIA (2388 TT) Result - P4X266 shipments exceed 1m units
Inventec (2356 TT) bags new PDA order from Apple

11.01.2001 - 01 Nov., 2001
Giant (9921 TT) peddling into China
ProMos (5387 TT) posts negative results, but keeping head above water