china gov vs. private 62% drop yesterday

Anyone taking an interest in these guys ?

Big drop yesterday, guessing the cash isn't following and investors drying up.

Also - on the china biz, had a great conversation yesterday with a group that work extensively in manufacturing, tech and media in China and they indicated that getting involved with the China Gov makes getting the foot in the door easy, but the time to market and complexity end up killing things. Seems they need to get these things installed sooner rather than later which is what I think they are struggling with.