China Growth Stocks

[Post-it]

CNTF - 2mG, I agree, 52 wk high and sometime in the future the all time high (18 lol), provided gaming takes off.

In a shift from the RTO space I've built a decent position in CNTF; feel confident about the fundamentals (and cash). Don't know much about the gaming bizz though and have done some googling this weekend.

Seems that MS XBox, Sony PS and Nintendo Wii are banned in China, but this may change(?). First mover advantage is essential.

Do you know anything / are you concerned about the Lenovo/eedoo Ebox? Looks that it is basically a Kinect clone and seems to be launched, after an 8 months delay, in June.

China is a certainly a big enough country for two separate brands, but having the capital, distribution and marketing of Lenovo behind a product certainly will make it a lot more difficult for any competing product.

Or have a missed something and is this not direct competition and/or therefore no reason for concern.

There are plenty of links for Lenovo/Ebox in Google, but almost all from August last year, only very few from 2011.