Pergaos what they see is risk vs reward.That is what I see.Intel, Apple, Netflix, Amazon etc weren't guranteed plays in their early days either.They were in the their market before it became mainstream.QD market is not yet mainstream , time for Quantum to still establish a position.It looks as though they are in China with big partners with deep pockets backing them.I suspect they are not helping "pump" Quantum as some suggested.