If you believe in “happily ever after”, then I think we're okay, but there's kind of like the optimistic and pessimistic scenarios. The optimistic scenario is that we have nine years of peace and we have steady prices. I think the U.S. builders assume that we're going to pay a higher per unit price for that, and therefore we're still going to have to look for some alternative materials to fill the gap and for our own economics. I think the negative one is that at 23 months somebody kicks out and says, you know, we don't have a deal anymore, that there's some kind of problem.
You now have the U.S. industry, which has gotten an extra $500 million cash infusion, and I don't know if they've set it aside or not, but they can come back and try to recruit people based upon that economic model and you have to start over on your case history.
We have one additional problem, which is that we have credibility. The home builders have been in our Congress for some number of years saying this really isn't fair and trying to argue for free trade. It gives us a little bit of a credibility problem going forward. It erodes that as well.
Is that short enough?