the bush what has caused the change of heart? AR's in India are definitely dissapointing however the situation has been around for a while. Why do you say that about ARR not being in the next wave of tech? If not ARR then whom? As far as I can tell there arent any others in the same position? Interesting call, especially from someone that has seen there facilities. There JV with ZTEI is supposed to be starting to get some traction in the third quarter this year.
IMO if you were going to sell out $1 would have been the time. As it is there is really no point is there? Downside = a further 20c Upsdie = 80c short term and $$ long term?
Doesnt make sense to me unless you thought it was going to go alot lower and your were crystalizin losses to get back in at a significantly lower price. (my opinion is that may not happen)
