The Implications of Dealing With China

I don't think the Western attitude towards China is driven primarily by the fact that they are less democratic than us. I think they're driven by the fact of Donald Trump, who has brought them more into focus as a geopolitical competitor than ever before. It's a much bigger argument in the world of globalization about what countries you want to deal with. And so, Huawei, just viewing Huawei in isolation, forgetting their Chinese, forgetting who they are, they're a company that is taking an exceptional hit to their business for political reasons. But even if that's true, we haven't seen the evidence.