and a recent article on their issues in middle east raises an interesting point, in that it is a difficult technology and one can encounter huge problems. but for them they have many years and locally built expertise in the FT technology to be able to draw on. for competitiors it is a reasonably new game. so i recon it is one thing to build a plant and become a potential competitor, it will be another thing once they are efficiently producing. on that one, time alone will tell. then again competition is generally healthy, if for no other reason in this case because of the sometimes hypocritical stance of the american gov to external competition/threats. the fact that this is an american company should encourage their gov to support the advances through incentives (not to mention their fear of dependance on the middle east). so long as they dont somehow disadvantage old SOLlie in the process.
... View more