who said they changed direction? i have no doubts that the chinese will get what they really want out of this deal but i dont believe that helping kry is what is foremost on the chinese mind...

IF kry gets a JV deal or buyout it wont be because of some magnanimous gesture from the chinese. it will be because it was necessary to serve chinese interests.

the only reason i'm long at this point is because i believe the value is there regardless of the outcome. worst case, i think kry is undervalued from an arbitration point of view.