Investor Presentaiton

Economic Relationship To China Criteria for Mutually Beneficial Roles for Taiwan A unique position builds on specialization in areas where Taiwan can give China access to its competitive advantages - - In clusters where Taiwan will for the foreseeable future provide a more conducive environment than China In parts of the value chain where Taiwan has developed unique advantages that China will have difficulty replicating CAON Taiwan Presentation 07-31-01 CK 59 64 Copyright © 2001 Professor Michael E. Porter

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