The CFO attributes our increased sales last year to the new markets in Eastern Europe. Nevertheless, a careful study of our revenue reveals a boom of sales in Southeast Asia, while the markets in Eastern Europe, after an early surge, settled at levels much lower than expected. After all, in Eastern Europe, our firm has fierce competition from both German and Russian exports, some of which offer exceptionally high quality at low cost. By contrast, no producers in this sector operate to the East of Turkey, and our firm is the only one in our sector with significant inroads into India, Thailand, Vietnam, and Taiwan. Current plans call for expansion into Eastern Europe, but the Southeast Asian markets hold much more promise.
In the argument given, the two portions in boldface play which of the following roles?