Jim Liu

1
2002 Q4 Investor Conference2002????????

• Jim Liu
• January 28, 2003

2
Agenda

• 2002???? Ivan Chou
• 2003???? Jim Liu
• QA Jim Liu

3
Safe Harbor Statement
These presentations and discussions contain
certain forward-looking statements with respect
to the results of operation, financial condition
and current expectation. By their nature,
forward-looking statements involve risk and
uncertainty because they relate to events and
depend on circumstances that will occur in the
future.
4
2002/Q4??????
????? 2002/Q4 2002/Q3 2001/Q4
???? 209.67 195.77 137.88
???? 41.67 34.41 23.88
???? 36.43 33.83 24.35
EPS(?) 0.81 0.80 0. 82
7
42
21
44
8
39
??? 42.05 41.75 47.33
????? 19.88 17.58 17.29
????? 17.38 17.28 17.41
5
2002/Q1-4?????
????? 2002/Q4 2002/Q4 2002/Q3 2002/Q3 2002/Q2 2002/Q2 2002/Q1 2002/Q1
???? 209.67 100 195.77 100 171.82 100 135.36 100
???? 88.17 42 81.73 41 73.02 42 56.63 42
???? 41.67 20 34.41 17 27.22 16 16.11 12
??????? -5.24 -2 -0.58 0 4.66 3 0.22 0
???? 36.43 17 33.83 17 31.88 19 16.33 12
EPS 0.81 0.80 0.86 0.41
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2002/Q1-4?????(VS.????)
????? 2002/Q1-4 2002/Q1-4 2001/Q1-4 2001/Q1-4 ???
???? 712.62 100.00 444.27 100.00 60.40
???? 299.54 42.03 204.31 45.99 46.61
???? 119.42 16.76 62.70 14.11 90.46
??????? -0.94 -0.13 9.73 2.19 0
???? 118.48 16.63 72.43 16.30 63.58
EPS 2.87 2.61
7
2002/Q1-4?????(VS.??)
????? 2002/Q1-4 2002/Q1-4 (?????) 2002/Q1-4 (?????)
???? 712.62 800.00 89.08
???? 299.54 321.01 93.31
???? 119.42 140.69 84.88
??????? -0.94 7.09 0
???? 118.48 147.81 80.16
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2002/Q4???????(VS.????)
????? 2002/Q4 2002/Q4 2001/Q4 2001/Q4 ??
??????? 132.47 13 15.63 3 748
?????? 152.80 15 110.33 18 38
???? 207.62 20 176.75 29 17
??? 1,051.29 100 605.68 100 74
?????? 0 0 59.60 10 -100
?????? 325.77 31 0.00 0 -
???? 568.35 54 465.37 77 22
ROE(2002) 18.84
ROA(2002) 10.19
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2002/Q4???????(VS.???)
??? 2002/Q4 2002/Q4 2002/Q3 2002/Q3 ?? 2002/Q2 2002/Q1
??????? 132.47 13 32.34 3 308 359.87 37.82
?????? 152.80 15 159.53 16 -4 165.42 117.35
???? 207.62 20 186.70 19 11 193.50 191.83
??? 1,051.29 100 971.98 100 8 1,032.60 656.57
???? 0 0 0 0 0 55.23 47.48
??? 325.77 31 320.00 33 2 320.00 0
???? 568.35 54 537.29 55 6 507.46 479.96
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??????(???)
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??????(???)
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Looking to Year 2003

• ??????????40
• ?? / ????
• ? / ????
• ????

• ??????????30
• ?????????
• ??????,??????machine maker
• ??????????

• New Ecosystem Partners
• Mitsubishi Taiwan
• Geotest
• Eurosys

13
ADLINK in China

• ????
• ??????
• ????

??? ?? ?? ?? ?? ??
??? ?? ?? ??
?????,?????
14
ADLINKs Commitment to China

• CompactPCI???????
• - ?PICMG/PRC????
• - ?? ?? ??
• ??,2002/11/27

15
ADLINKs Commitment to China
16
2002 Major Ecosystem Partners

• Interphase
• NMS Communications
• Performance Technologies
• Sun Microsystems

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