1. DFI:
A potential growth story

2. About DFI

3. DFI Executive -Yen-Chi Lu Founder, CEO & Chairman
B.A. Business Administration, Tamsui Oxford University College
Procurement Manager, General Instrument Taiwan
Over 25 years’ experience in IT industry
-Yen-Shing Lu (Andy Lu) Managing Director
B.S. EE, Tamkang University
VP Manufacturing, DFI, over 25 years
Established DFI’s ACP business

4. Expertise PC Hardware Provider
2001
Revenue peak 5.1B
sales
2000
Professional MB Maker and IPO
Choke point
1995
Focus on MB business
1986
MB, keyboard, mouse, handy scanner, CD Rom..etc.
1983
ADD-on card designer and maker
1981
Set up
time

5. Transition

6. Tough MB Business
DFI tried to get out of cost-down and beating price warfare…..

7. New Directions Business Model ACP Over Clocking MB
Don’t seek for big sales or high volumes
Pursue higher margin, stable and growing business
ACP
Low volume but better profit
Over Clocking MB
High end, High price

8. Computing is Everywhere, ACP Provides Computing Hardware Platform….
What is ACP
(ACP)Applied Computing Platform, also known as Industrial PC(IPC) or Embedded PC(EPC)
Applied Field
Lives Related: POS, ATM, Arcade Game, DVR, Casino Games, Health care, Medical Equipment,…
Industrial Related: CNC, Automation, Semiconductor, Panel Industrial Facilities,…
High Technology Related: Aerospace, Military,…
Computing is Everywhere, ACP Provides Computing Hardware Platform….

9. Long Term Relationship stable and continuously Grow
ACP Business
Long Term Relationship stable and continuously Grow
Revenue
Medical
Slot Machine
Arcade Game
ATM
POS,KIOSK
Time

10. Application Distribution

11. Performance

12. 2007 Achievement
Note: H audited EPS is $2.94 (after tax).

13. Peer’s Comparison by Market Position

14. Peer’s Comparison by Net Margin
First 7 months, 2007 actual- 30.1%
Source: Company Filing, MOPS

15. Reasons for DFI to Grow continuously

16. Why DFI had sharp growth rate in 2005 and 2006…
Growth of Customer Base
Long life cycle project base
Long term relationship with customers
Complete customer composition
Diversified fields of products

17. Dividend Policy

18. Thank you
Q&A