Slowerpaceofrecovery,butlong-termtrendremainspositive1H14preview:strongYoYgrowthbutmightnotliveuptothehighexpectationWeexpectFIHtopoststrongYoYEPSgrowthin1H14,butrecognizethedegreeofgrowthcouldmissourpriorestimates/Streetexpectations,owingtoweakSonyODMorders.Webelieverecentsharepriceweaknessshouldhavepricedinthepotentialmiss.RetainBuy,givenitsrisingChinasmartphoneexposure(es...