Thursday, September 14, 2023 9:50:52 AM
Valencia has been effectively sidelined as any competition for that business. Personally, I don't think this has much to do with TC, or that he can do much, without direction and support from China. In any event, he is a finance guy, not marketing or sales or even engineering. That seems to be a pretty clear indicator of where we are. Happy to learn just where this is wrong..
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