Dear Brad,
No one asked any questions regarding American Civil War so there was no discussion. My interpretation of Andy's talk was that K&C was looking into the interior of China for lower cost factories but these factories had smaller production capacities because it took time to train workers to paint to the high standards that K&C expects. In other words, the effort to keep costs down might have resulted in lower overall production capacity, with the consequence that themes are not updated as often. Also, Andy mentioned K&C constantly looks at sale numbers and may delay themes that do not sell as fast as others.
However, I realize that I did not mention in my summary that Andy disclosed that Lawrence of Arabia is in the works.