I think one of the most telling indicators is the ZT and Kershaw blems. When a good chunk of the people on this forum are happy with what the manufacturer says are "defective items", that should say something about the items that make it past the QC of the companies.
BM and Spydie don't really specialize in premium hard use knives (for the most part). So I would think that maybe Emerson and Strider would be more direct competition. Even though Mick Strider has contributed to some of the ZT designs which could make Strider knives and ZT's sort of "relatives" I guess.
Also , I love the "American Built" on ZT boxes. Sooo cool.
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