Sure. It can be two points. I think budget 2009 and budget 2010 eliminated all tariffs on machinery, equipment, and manufacturing input, so there are no tariffs for a manufacturer to pay, but as a retailer-wholesaler importing, say, certain finished goods that would be subject to tariff, there is the opportunity to shift. That's what we heard from the retail community and the wholesale community. They needed a couple of years to adjust sources of supply. Our presumption is that they will shift sources of supply, minimum.
On May 9th, 2013. See this statement in context.