David Oliver_

China Book Giveaway: Winners and China Stock Recommendations (CNTF, SVA, SINA, ADIY, FMCN)

Something to improve - with your new format it is hard to see what postings have attracted comments. Postings that have comments are likely to attract more comments, especially if there are a number of postings related to a similar topic.

China Techfaith Wireless Beats By $0.04; Guides Above Consensus; Stock Up 12% in After-Hours Trading (CNTF 3Q05 Earnings)

I was talking to an ex-Motorola person in Beijing recently, he made an offhand comment that CNTF had taken a lot of Motorola employees and that they had designed a crappy phone for Motorola. It didn't sound like Motorola will use them anytime soon.

Investor Assesses China Techfaith Wireless' Weak Stock Performance (CNTF)

I think that there is probably more competition in this industry than CNTF care to admit. What do people know about Cellon? cellon.com They are backed by Intel and Softbank amongst others and are in a very similar business to CNTF, I understand that they had a very rough Q1 but are picking up new business again. If you rely on a handful of customers in this business then losing one or two could be very detrimental.