cmv, page-7

Skorpian

I have seen a couple of your posts where you talk about the impact of 3G in Japan coming through this half.
I do not think this will have a big impact. There was a lot of negative feeling about 3G in Japan when the first batch of tubes had endotoxin contamination and were recalled. Now the Research Institute of TB in Japan thinks the gel in the tube gets soft in hot weather, breaks off, stimulates the blood cells and gives false positive results. They are openly saying this in Japan.
All of this will delay new customers moving to QFT.
Existing 2G customers will have to move to 3G when 2G is stopped in a couple of months but this will just be substitution so will not affect total revenue.

Alexander