It is my understanding that mobile devices absolutely must have tantalum even if the only  reason is weight savings. Intel is about to hit the market with low price mobile devices which is a third reason, CRE could at least explore a strategic relationship with Intel. The Rose $210 mil capex is not something that would scare INTEL and if CRE could put this feather in it's cap, CRE would jump to the head of the line in TANTALUM and LI news.