U.S. economic figures are still pointing to strong consumer confidence, which gives positive momentum to Asian exporters to carry into 2006.

The fourth quarter is the peak season for PC sales, which should help AU stay profitable.

I doubt China would allow the Taiwan government to do so.

The two appointments underscore the government's intention to do what is needed to meet the goals set out for financial reforms... and to better control its China policy. While they are seasoned executives at government firms, they are still more of policy executors rather than policy makers.

Display makers that produce more TV panels are making more money, and solid demand should continue this year. Prices are low enough to attract customers to buy LCD TVs.

With profit growth stagnating, the government should look for a better future for the company, such as seeking international strategic investors.