Comment by jodleif
> Valuation is not based on what they have done but what they might do
Exactly what I’m thinking. Chinese models catching rapidly. Soon to be on-par with the big dogs.
> Valuation is not based on what they have done but what they might do
Exactly what I’m thinking. Chinese models catching rapidly. Soon to be on-par with the big dogs.
Even if they do continue to lag behind they are a good bet against monopolisation by proprietary vendors.