• HFI
    $NTP looks compelling, but why does the company want to become a property developer? China's real estate market is already in a bubble.
    3/26/14
    Reply (2)
    • Jaret Wilson: They stumbled into it when they were outbid in their Apple LCM business. It wasn't a first choice.
      3/26/14
    • HFI: Ah okay. The net/net characteristic all of a sudden lost its attractiveness when they said they were going to use the cash for properties
      3/26/14