It's a different landscape than what it was 20 or 30 years ago, when the economy was favourable to bringing business back to China, and they were very favourable to that idea. People were working over there. We had very cheap pricing, and this is how the economy was rolling big time for us here, but the game has changed, and now we have clear paths that are just set by China, just like “Made in China 2025”, in which their main goal is to bring everything to be manufactured in China, and they'll become the world's manufacturer.
If we keep that in mind, we can see it means they don't care where they they get the information, and especially in the case of manufacturing, they will bring it over to China, and when it's all over, we're going to be left standing without anything. The only thing we'll be able to do is call China to buy things at a very high price.
That said, we have to acknowledge that the same economy that was driving us to go to China to manufacture everything has changed. Big manufacturers, especially of semiconductors, are changing their game plans and are now planning to make smart phones, tablets and electronics back in the U.S. or in Vietnam, as an example, or other places in Asia, because there is a real risk that at some point there won't be the flexibility to go back to China to do this.
On a second front, the big chip manufacturers in Taiwan are considering a plan B, because if overnight China wants to take over the island, as they have threatened to do, it will have a big impact on the electronic market.