The contract manufacturers, the component manufacturers, the guys that build the boards and the parts, followed their customers along to China.

Venture has reached a certain scale and maturity - so you can't expect rapid growth as witnessed in the past.

Both companies did much better than we were expecting ? they really beat estimates.

They don't have the size and scale to obtain mindshare with component suppliers, or with contract manufacturers. They want the same command, control and continuity of their supply chains they enjoy with their North American or Western European operations.

Apple is very particular about its component parts.

We have a fleet of aircraft that all have customers. Every single aircraft has a contract.