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MDP issued a sell reccomendation on Yong today. Charly Travis is specifically worried about the AR issue. So, it isn't just LeKitKat's blog (I don't mind a critical voice but could be more balanced than today) but also MDP. The concerns are the same as have been raised here for example by Anuragupta.
I'm not sure I can cross-post the MDP sell recc.
Anton
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