spec, I read a couple of posts today from a poster, andersonole, on the "canroys" board at iV, posts #258 & 267. I think he may shift your thinking a bit on the timing of the infrastructure buildout in China. His short posts are as insightful as anything I have ever read on message boards. Please take the time to log in at investorvillage.com and take a look at these two posts on the canroys board as I think you will appreciate them.haj