Based on my observation on the International companies in China, which failed, or failing, they are swinging from the over optimistic mode to over pessimistic mode. eBay is an example, and Google is another.
They start with big ambition to get the whole country in few months, or 1 year, but it quickly find out that it is mission impossible and then they quickly switch to the over pessimistic mode and claim the failure. They are actually not.
What they need is neither of the two – they just need to be realistic.