IMO Alot of people are missing the signs of what Bill created with TPAC. I truly believe Bill is not about garnering all these contracts from BA and etc and building infrastructure to build the bearing. I think Bill is three steps ahead of us and assembling a Franchise business....License small mom and pop bearing shops and turning them into NAVAIR certified companies....like Hooters, Suway, McD's...You don't have to own the store to make the burger but You OWN the NAME of the store that's making the burger. The faster the TPAC franchise grows the more pressure is put on the other five bearing companies that are doing business with BA. TPAC one point O just needs to focus on producing and qualifying new products and expanding the menus for TPAC licensees...Remeber TPAC has superior products, faster delivery times, favorable tax status for China base NAVAIR customers. Lastly, IMO only I see Timken come crawling back knocking on the door saying please let me in. I would not own stock in the other five bearing companies over the next few years if TPAC gets enough stores and distributor ships licenses online in the next year. I will take a boule order of self lubricating bearings with a side order of liners.....GO TPAC.