Over 100,000 consumers yesterday swarmed into the TWTC seeking to purchases various kinds of information technology and consumer products at cheaper prices, more than 85,000 registered during the opening day of the event.

The vast majority of exhibitors saw their booths crowded with consumers eager to take advantage of discount offers provided by exhibitors.

What is especially worth noting is that the IT Month show witnessed quite a few families jointly visiting the fair to buy 3C products (computer, communications and consumer goods) at lower prices than usual, indicating a significant recovery of the domestic economy.

Market insiders said that electronics shares managed to account for over 80 percent of total turnover in the local bourse last week, with listed prices of the island's top five electronics shares including Acer, Asustek, and Compal all posting bullish performance during the week.

Whether electronics shares can smoothly regain their mainstream position in the local bourse will serve as a key factor influencing the overall performance of the local bourse, insiders said.

Market analysts advised investors to zero in on three major categories of electronics products associated with the IT Month, namely green and energy-saving products, products with simple touch-control operating system, and e-book.

In terms of notebook computers, investors are advised to consider such shares as Inventec, Hon Hai, Quanta, Wistron, Acer, Compal, and Asustek, as the launch of Windows 7.0 operating system by Microsoft has accelerated the replacement of models using older operating systems, thus prompting international brands to place more orders with the above-mentioned suppliers for notebook computers that have the new operating system installed.

In fact, Quanta and Compal have raised their notebook computer shipment projections for the fourth quarter, and Asustek has estimated its sales revenue will surge over 20 percent in the fourth quarter, all indicating that the traditional off-season period in the fourth quarter of the year may be different this year.

On another front, shopping sentiment in the U.S. on the day after the Thanksgiving Day (the last Thursday of November) turned very hot this year, as much more consumers were eager to make purchases at lower prices offered by suppliers on the “Black Friday,” compared with a year earlier, although the impact of the economic slump remains.

Among the top 10 electronics products that U.S. consumers were eager to purchase were, in descending order, notebook computers, mobile multimedia players, LCD TVs, digital cameras, e-books, iPhones, blue-ray players, desktop computers, and intelligent handsets.

The hectic buying sentiment in the U.S. is expected to fuel bullish performance of listed shares of domestic contract suppliers of electronics products.

In fact, market experts said, over 70 percent of listed electronic shares have rallied over the past year, during Thanksgiving Day, one week after and even one month after that day.

Accordingly, the prices of most listed electronics shares are expected to rally at least in the upcoming week, the experts continued.