We are concentrating mainly on China today.

197

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.

165

I think that's the No. 1 issue that people are focusing on.

158

There will be serious channel conflicts. They'll be bumping up against each other's sales people.

125