Your concert metaphor assumes that the fans don’t riot and then leave. Business opportunities don’t last forever. Sometimes your customer will wait until you are ready and sometimes they won’t. Because China’s needs are so urgent, they can’t afford the luxury of waiting indefinitely. They need a solution to their transmission problems yesterday. If CTC doesn’t get in the game, China will be forced to look to other alternatives that may be less attractive but available to solve their problems. In business, I have always lived by the old adage “you snooze, you lose”. I truly believe that if CTC does not find a way to get in the game soon, a golden opportunity will slip away. Benton has been saying for the past year that the China deal is just around the corner but I see no evidence that we are anywhere close to that corner.
Farmer