Its ironic that, although the worlds economic crisis hurt S3 in mid 08 ,( along with most ALL co's including big boards ) S3 is now benefiting from these co's talked about in the newsletter who also were hurt.
These Chinese co's go public for the cash infusion, the ability to raise money for expansion..etc. The markets are so bad they need additional help.... S3 to the rescue !
This is a very interesting turn of events, and its seems there are more Chinese co's in need.
Exit Sino, enter Merchant Banking...I'll take that trade-off any day.