2000. 9. 18 UBS SEOUL GLOBAL TELETECH

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October 2000
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Forward Looking Statement
This release contains certain forward-looking
statements within the meaning of Section 27A of
the Securities Act of 1933, as amended, and
Section 21E of the Securities Exchange Act of
1934, as amended. The Company believes the
assumptions underlying the forward-looking
statements, including those relating to new
products, consumption patterns, marketing
strategies, and operations are reasonable.
However, any of the assumptions could be
inaccurate, and therefore there can be no
assurance that the forward-looking statements
contained in this release will prove to be
accurate. Additional information that could cause
actual results to vary materially from the
results anticipated may be found in the Company's
most recent filings and other reports filed with
the Securities Exchange Commission. Furthermore,
the Company disclaims any obligation or intent to
update any such factors or forward-looking
statements to disclaim future events and
developments.
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AGENDA
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I. Overview
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Integrate Mechatronics and Multimedia In order
to Maximise Shareholders Value
Overview

• Developed Test Handler in 1990
• Developed security solutions in 1995
• Began to manufacture TFT Handlers in 1997
• Developed SMD placement systems in 1999
• Drove sales of TFT Handlers in 1999
• Spun off SoftForum in 1999
• Founded Lycos Korea, Inc. as a joint venture in
  1999

MECHATRONICS
MULTIMEDIA

• Founded in 1983
• Manufactured lead frame magazines in 1983
• Developed and manufactured Test Handlers in 1989

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Businesses
Major Products has been changed to SMD placement
systems
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II. Financials
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FINANCIAL HIGHLIGHTS
(Unit Mil. KRW)
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FINANCIAL HIGHLIGHTS
(Unit Mil. KRW)
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2000 1H Results
(Unit Mil. KRW)
Y1999
2000 H1 1999H1 Growth Rate
73,029 40,425 32,604 5,687
13,183 8,275 4,908 2,506
454 389 5,756 126
41,790 25,714 516,076 (2,000)
Sales
Domestic
Exports
Net Income
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2000 1H Results
(Unit Mil. KRW)
Test Handler
TFT-LCD Test Handler
SMD Mounter
Others
Lead Frame Magazine
Y 1999
2000 H1
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2000 1H Results
(Unit Mil. KRW)

• CAPEX, RD

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III. Mechatronics Business
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SMD Placement Systems
Highly growing, attractive market CAGR 17
MARKET
PERFORMNACE
1. Penetrated successfully within 1 year 2.
Developed high-end products 3. Being increasing
sales from big customers
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TEST HANDLERS
Cyclical recovery with 6 months delay from SEMI
cycle
MARKET
1. Diversified Customer Bases 2. Expanded
world-wide market shares 3. Kept the leading-edge
technology
PERFORMNACE
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TFT-LCD HANDLERS
Highly growing market CAGR 24
MARKET
1. Kept competitive advantages over
competitors 2. Dominated the Korean market 75
M/S 3. Will penetrate to the Taiwanese market
PERFORMNACE
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IV. Multimedia Business
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Clearly defined Multimedia Strategy
Build the Network to Maximise Synergy Effect
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Lycos Korea, Inc.
www.lycos.co.kr

• Started as 50-50 JV between Lycos Inc and Mirae.
• In 6 months, marked 10 million ADPVs
• Fastest start of any Web site growth among
  Lycos international operations
• Now, 80 million ADPVs, 1 portal in Korea
• Synergies with Terra-Lycos Inc.

Source Dong-hwa Newspaper, 08/27/2000
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Infra Structure of E-Commerce SoftForum

• Security solution for e-commerce and Internet
  banking since 1995
• SoftForum controls 80 market share in encryption
  market among banks in Korea

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V. Vision Strategy
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Vision of 21 Century
Leading Company Affiliating Off-Line and On-Line
Business
Vision

• Mechatronics as Cash Cow
• Mechatronics Business enhancing profits in
  growing market
• Multimedia as Stars
• Multimedia Business promising the mid long-term
  prosperity for us as 1 multimedia company in
  Korea

Strategy
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Forecast of Y2000
TEST HANDELR
SMD MOUNTER

• Recovery of Industry
• Diversify the customer
• Expand exports
• Develop new products
• Keep the leadership

• Growing demand
• Aggressive marketing
• Stable mass production
• Product portfolio to high valued-products

The Best Sales and Profit

• Synergy effect among related companies
• Lycos, 1 portal in Korea
• Dominant M/S of SoftForum
• Start up Cyber bank

• Growing market
• Competitive advantages
• Develop new products
• Penetrate into Taiwanese Market

TFT-LCD HANDLER
MULTIMEDIA
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Messages for you

• We are strategically positioned with robust 3
  stages on electronic food chain SE, Electronic
  Equipment, and Service Providers
• We are ready to accommodate to any technical
  transition