I think that's the No. 1 issue that people are focusing on. |
One can argue that the market might've gotten ahead of itself, and might have pushed up prices of some of these companies a bit too high. But the recent drop is an overreaction. I see this as a buying opportunity. Prospects for the sector are still extremely positive. |
People are concerned not only as to when this is going to be profitable for them, but also how have they changed the dynamics of competition. |
There will be serious channel conflicts. They'll be bumping up against each other's sales people. |
We are concentrating mainly on China today. |