Hit - anyone who has been involved with contract manufacturing of electronic components in China will have a hard time disputing your concerns. The key will be to have ready customers who have the muscle and ready customer base to take the production into the market quickly. Sure, any component can and often does get "knocked off", but if the possibility of that was to stop OEMs from sourcing product in ASIA think about all the innovative technologies we'd be without today. IP theft is a fact of doing business in the tech world, and the need to keep costs down require in most cases to have production offshore, in Asia, India, Mexico, or Turkey.
The strength of NVI's customer demand, their foothold in the market, with their customers is what we have to bank on. And being to the market first with a high capable higher speed value added product is critical. We shall see.
As much as I push back on the novice moves NVI seems to make I am up to my eyeballs in NVI stock and have no intention on taking my paper losses before the fat lady sings. As long as I think Brad has a prayer - I'm in - all the way. It does not prevent me from challenging specific decisions or developments, and some folks on this board should learn that it's OK to be positive and supportive and still be critical. The two do not contradict each other.
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