Maybe this is a hypothetical question, but I have to go back to Mr. Lifson's comment that it's not just an issue of China; it's a moving target. If it's not China it'll be Vietnam. China is now outsourcing production to Vietnam because labour is cheaper there. Will we just continue chasing this? If we decide that China is our target for today, will we miss the next target that sneaks up and hits us from behind?
On December 12th, 2006. See this statement in context.