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I note Michael Walters has posted an update on his site with reference to the recent broker note.[link] He mentions the imminent Chinese RoHS regulation and the effect this will have on TLC and Hisense. By the way, Dow do not get it wrong so I remain positive. The whole market is moving to Qdots not OLED. Severe restrictions in China and Europe coming within 6 months is my bet.
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