Correct, just like selling computer hard drives, flash drives, they're all commodities.
Sugar, salt, flour, rice, milk, bread. They will hit a floor sooner or later, margin compression, etc etc.
Works a bit differently in Asia though, so we're really relying on the Asian Boom. As long as Asia keeps making more and more babies, I'm confident BKL will experience growth.
BKL Bad News Looming???, page-85
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