01.31.2001
Market sees possible MoM revenue improvement for Via

• It is reported that Via Technologies Inc. (2388 'Wei Sheng') may benefit from increased orders received from motherboard companies with the recovery of the European market. Via, however, has not given a forecast for Jan. 2001 volume, and has merely stated that orders should be similar to levels in Dec. 2000.

• Via's original sales performance expectation was lower, reflecting the Chinese New Year holiday period in Taiwan. However, with the gradual recovery of the European market and improvement of customer inventory levels, the market expects Via to produce 300m chipsets.

• We expect that growth in market demand for PC and therefore for chipsets will slow in 1Q01. Future growth will depend on pricing strategies and customers inventory levels.

AngelLo@Primasia.com (886 2) 2547-8865