Probably BS, however in some ways, makes good business sense.
The cheap imports, predominately from China and Taiwan, must be having an adverse effect on BM's & Spyderco's established markets. These imports are dramaticaly improving in quality but the prices don't go up accordingly.
Both Benchmade and Spyderco are producing lines made offshore, so this indicates that they are both trying to hold on to their respective market share in this lower priced, volume end of the market.
Mergers and buyouts might be what is required to make great companies greater, increasing economies of scale, to be competitive against these cheap imports.