“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.”
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“I think thats the No. 1 issue that people are focusing on.”
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“There will be serious channel conflicts. Theyll be bumping up against each others sales people.”
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“One can argue that the market mightve 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.”
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“We are concentrating mainly on China today.”
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