http://graflex.org/helpboard/viewtopic.php?topic=2850&forum=4&7
If I understand him correctly, what he is saying is that Kodak, Agfa, Ilford, etcetra are not selling film they are selling stock. And their businesses decisions are based upon that.
http://graflex.org/helpboard/viewtopic.php?topic=2850&forum=4&7