RE: Win Price ActionMardy,
My reference to discounting was my expectation that WIN is well positioned to realize significant revenues in China. I also believe WIN's position vis-a-vis China is known by the investment community if for no other reason than the investment community know ALVR's potential position in China. As one of the more astute posters indicated with the ALVR recent press release, that ALVR's recent price rise (which is diverging from WIN price action) was reflecting the strong possibility of China revenues. It seems natural to expect the same action for WIN (discounting of future revenues/profits), and if the same action isn't being realized it seems natural to figure out why (which is all I'm trying to do).
Is it possible/probable/likely that WIN will not see as much of the China opportunity as we expect? Technology aside, perhaps WIN is less connected in China (it wouldn't be the first time a company with better technology but less connected gets screwed)? I for one, believe commerce in China is significantly more murky than in North America. My questions are nothing more than open, straightforward honest questions.
Do you believe WIN will be highly successful in China, and more or less so than ALVR??
Regards.
Hopefully, we now off on a better foot.