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Taiwan notebook industry overview

Michael McManus, DigiTimes.com. With reporting by David Tzeng, Joanne Chien and Huang Kung Tien
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In December 2004, it was reported that Compal Electronics had lost out on a follow-up notebook order from Hewlett-Packard (HP), when Quanta Computer undercut Compal’s price. Quanta was willing to accept the lower ASP (average selling price) to secure shipments that should reach 2.5-3.0 million notebooks and help the company achieve its goal of shipping 14-15 million notebooks in 2005. As for Compal, its goal of shipping 9-10 million notebooks in 2005 is now looking much harder to achieve.
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