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It's a difficult craft. There are literally only four or five companies in the world that are any good at it. PCC and Howmet probably own 80% of the market, maybe even higher for single crystal.
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Yes, and that's another really interesting thing about this market. It's always the OEM coming to the casting shop. The investment suppliers don't do a lot of sales and marketing. You might find a couple of field salespeople, but it's a very locked-in market. For instance, when GE comes out with a new engine for a Boeing or an Airbus aircraft, they're going to go straight to PCC and Howmet. In the background, they may try to figure out if they can make this part themselves or get a Spanish foundry to make it with Equiax parts.
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