Strategists upbeat on technology rebound, South China Morning Post, 10 Jan 2005

“After a poor 2004, Asian technology stocks are in a good position to surprise on the upside this year, according to some investment banks which have also elevated the battered Taiwan market to among their favourite picks. "If we are right and the global growth cycle troughs sometime around the middle of this year, then tech is going to be the most attractive play on that theme," said Merrill Lynch's chief Asian strategist Spencer White.�

Full story at http://technology.scmp.com/techmain/ZZZD6T7HJ3E.html