The market ignoring China angle is almost comical, the stock reacts with indifference, but they provide the vast majority of the equipment/parts for all the sexy names.  The bottomline yesterday, the market willl care big time, when those revenues start getting baked into analyst coverage projections and company balance sheets, it won't matter if it's coming from China, Europe, or Antarctica, it will be about valuation and yesterday will pad that reality.  I'm ecstatic about that news, particularly as it deals with a "legacy" 100g revenue stream, which is almost a bonus at this stage, considering what we're working on.