>> well, it's tremendous,-- bo boxcondoes a lot of business with powerhouse f people want iphone cheap they have to use foxcon. the thing is that apple c.e.o. tim cook said he would like to have more manufacturing in the united states. but it's just not feasible. and it's not just because of cost either. they have a lot of flexibility there, and so if they need to add or subtract a shift or need to add a component, they don't have to check with the unions or epa, they just do it. >> tom: so that leads to the question how captive are companies like apple to these chinese manufacturers? >> they're tremendously captive. we can make more component parts. and are you seeing that in the united states. apple is increasing the orders from companies like texas instruments and qualcomm and broadcom. and we've seen these components in the new iphones. but if wants to move away manufacturing it's not as easy because once again it's a low-cost provider, and it gives them the flexibility to make more at a moment's notice. >> tom: seemingly this would be extremely important to the business models for