Foreign investors build up their equity holdings in Taiwan network-equipment makers

rene Chen, Taipei; Steve Shen, DIGITIMES [Friday 21 September 2007]

Foreign institutional investors have built up their stock holdings in
Taiwan-based network-equipment vendors as Taiwan makers have continued
expanding their cooperation with international players and their
product mixes, according to sources at Taiwan makers.

Targets of foreign equity buying include D-Link, Alpha Networks, Cameo
Communications, CyberTAN Technology, Gemtek Technology and Sercomm,
the sources indicated. However, foreign investors have also reduced
their holdings in Zyxel Communications.

The ratio of foreign equity holdings in D-Link has remained at 60%
over the past year due to the company's high market share in the
global market, its high brand image and steady growing profitability,
the sources contended.

Foreign investors have built up their holdings in Gemtek, to 20.5%
recently, making the company the one with the second highest foreign
equity holdings, they noted.

Although CyberTAN has yet to make a major breakthrough in its core
business, foreign investors combined have boosted their holdings in
the company to 12% recently from less than 2% a year ago since EMS
giant Foxconn Electronics (Hon Hai Precision Industry) became a major
shareholder of CyberTAN, the sources indicated.

Foreign investors also began to build up their holdings in Alpha
Networks after the company officially spun off from its parent company
D-Link early this year, said the sources.

After the spin-off, Alpha Networks has established cooperation
relations with a number of international players including Extreme
Networks, Fujitsu and Huawei Technologies, the sources added.

Foreign investors, however, have recently reduced their holdings in
Zyxel to 20.5%, down from a high of over 40% two years ago as the
company's revenues and shipments growth seems to have lost momentum,
the sources indicated.

From: http://www.digitimes.com/systems/a20070921PD212.html
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每一个不曾起舞的日子都是对生命的辜负。

Network-equipment makers to commit on expansion plans to boost output

Irene Chen, Taipei; Steve Shen, DIGITIMES [Tuesday 4 September 2007]

A number of Taiwan network-equipment makers, including Alpha Networks, Gemtek Technology and Sercomm, plan to launch expansion projects in the second half of 2007 to sustain future growth, according to sources at the makers.

Since those makers are able to push their production volumes simply by outsourcing the manufacturing of hardware products to subcontractors, the installment of back-end testing equipment could be a major part of the new expansion projects, said the sources.

Alpha is expected to finalize its expansion project by the end of the third quarter of this year, with the company likely to choose a location either in Eastern China or Vietnam for the establishment of a new plant.

Gemtek is evaluating the possibility of setting up production facilities in Eastern Europe in order to cope up with demand for new products from its clients, said company sources who declined to elaborate on the expansion project.

Sercomm plans to invest an additional US$4 million to build a second plant in Shanghai as well as to add new production lines at its Shanghai first plant, which entered into commercial operations in 2006, company sources stated.

From: http://www.digitimes.com/news/a20070904PD207.html

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每一个不曾起舞的日子都是对生命的辜负。