1) People may not understand the technical details in ARR, but that's not important. ARR are leaders of a new technology that has mass market relevance - this is what counts. If you can appreciate the end use applications (new TV technology that beats everything current, high speed internet...), then you'll see the bright future they hold. 2) Mac bank increase interest from around 5->7% in feb...I think these guys know how to make money. 3) focus on China & India mega-growth markets 4) good news flowing frequently - these guys are busy and progessing fast
