> After decades of consolidation, the industry suffers from a paucity of competition and lacks the kind of “surge capacity” needed to wage major industrial wars

> After decades of consolidation, the industry suffers from a paucity of competition and lacks the kind of “surge capacity” needed to wage major industrial wars. During WW2 Kodak and IBM among others were making rifles. The "surge capacity" comes from a healthy manufacturing economy, which China has and the USA no longer does.