Just read an article from James Cramer (CNBC). He said China may fold much earlier than people think.
“He (Cramer) said China may fold much earlier than people think.”
They are plenty smart enough to see the numbers - they just need to see if there really is the political will, and even the capability to actually do it, given the checks and limits on power within our system.
I think that was a big thing with ZTE - just demonstrating that the President could actually take things away and give them back. Americans seemed to have been frozen, and simply unable to take any defensive action for so long.