Zeev's Turnips Patch-No Politics (ZEEV)

[Lane Hall-Witt]

"Christmas is going to be far below expectations," said Samir Mehta, who helps manage US$2 billion in stocks for Lloyd George Management in Hong Kong and is planning to sell his stake in MediaTek. "The spending pie has now been taken away by cars."

Remember this quote over the next few months when the analysts start to chatter on and on about the "mystery" of a profitless recovery.