Bill,

Is this public ONI document a factor in your thoughts?

I found a reference via a Bill Gertz article (via Twitter) which starts with:
China has deployed a new high-speed anti-ship cruise missile and is sharply expanding an armada of advanced guided-missile warships and submarines, according to a naval intelligence report made public Thursday. The Office of Naval Intelligence, in its first unclassified assessment of the Chinese navy in six years, revealed deployment of the new YJ-18 supersonic anti-ship cruise missile on warships and submarines that analysts say poses a major threat to U.S. and allied vessels.
China’s current naval force of 300 surface ships, submarines, amphibious ships, and missile-armed patrol craft is rapidly expanding, the report says.
Link:http://freebeacon.com/national-secur...naval-buildup/

The ONI report (45 pg PDF):http://www.oni.navy.mil/Intelligence...nteractive.pdf