Question-and-Answer Session
Operator
(Operator instructions) Our first question comes from the line of Jason Brueschke with Citigroup. Please go ahead with your question.
Jason Brueschke – Citigroup
Thank you. Good evening Merle, David, Eddie, Kirsten and everyone. Merle, I'm going to spend most of my time just asking you a couple of questions about the demand environment. Can you maybe touch on a couple of things? First of all, kind of how has maybe business tracked year-to-date. It seems from the latest macro figures coming out of China that February was a particularly challenging month.
There – just if you could maybe comment on that. The second – I'll give you a couple of points. I would like just your views on Merle. Secondly, with respect to restocking, when your buyers are restocking, are they restocking in a similar quantity kind of what is their views on how their views changed as to what they anticipate, either the type of products that people may be buying in the fall or as they restock and also the quantity. The third question I would add is it seems like to me, when we look at some of your statistics, for example, your number of customers went up 20%. The number of RFIs almost doubled. So there seems to be a tremendous amount of interest. Is this – the difference between the increase in the RFIs versus the number of customers, does this suggest that there is disruption, I'll call it disruption within the supply chain meaning that these customers that are coming back to resupply are looking for different suppliers, and maybe they have had in the past.
And then my final question if you could touch on is, can you maybe talk a little bit about the impact of credit insurance limits being lowered and maybe just the bad (inaudible) the credit side of the equation, is there just more, I guess, a lack of trust is one to say between both the buyers and the sellers that A, that the buyers may go out of business and therefore people don't want to manufacture for them and then on the other side may be the manufacturers go out of business, the people are worried about buying for them.
So I know that's a lot but I think that will help us have a better sense of what's really going on. Thanks.
Merle Hinrichs
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