Rajeev Gupta
Rajeev Gupta
costs focused japanese koreans lower north won
The Koreans have always had lower costs but with the won doing what it's doing, it's been exacerbated. The Japanese and the Koreans are very focused on North American business.
burnt capital extremely fact people reason supply trying
Supply to capital is extremely scarce. The reason for that has a lot to do with the fact that the people who supply the capital have already been burnt once and are trying to get out.
devoid drive next technology
For the whole technology sector, what's devoid is a catalyst. What's going to drive these companies? What's the next big thing?
industrial looking percent
We're not looking at a 10 to 15 percent stake. We're for 25 to 30 percent and in partnership with industrial groups.