03.13.2001
VIA CPU orders put on hold
One of the four major Chinese PC makers which placed CPU orders with VIA
(2388 'Wei Sheng') in mid-February may postpone shipment.
It is rumored a desire to maintain good relations with CPU and chipset
giant Intel (US) is behind the delay.
We remain neutral on the above news as the CPU business accounted for
only around 3% of VIA's total revenue in 2000. 2001 performance will not be significantly
affected.
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