interesting developments in russia, page-42

Cap,

I totally agree with you that SiYi has invested too much in this (time and money) to pull out lightly.

So I would doubt that it is all over.

The 2 most likely scenarios in my mind have been much discussed - including by you. They are:

1. SiYi being opportunistic - and using some perceived stuff-up by SBN to sidestep their agreement and mount a play more to their advantage (perhaps along the lines that harvett has been arguing), or

2. SiYi has been offended and is posturing and taken the high 'moral ground' for some reason. This could be reversed with appropriate apologies and whatever face saving initiatives are on offer.

Of course, gsw could be on the money. Perhaps it was SiYi who agreed to the reduced trial of 5000 without checking it out with MPS - thinking they could square it away after the order was executed. In this scenario, the MPS rejects SiYi's approach (having lost faith in O4) and SiYi, in dismay, returns the product.

But again Cap - its all dot joining.