I find it difficult to believe that Kodak is giving up on the manufacture of color negative paper (which is apparently what Harrow produced). I suspect they will relocate production to the U.S., probably using existing facilities (much of the Rochester campus has been repurposed (there was a recent WSJ article on it) but I'm guessing there's still a lot of space available). It seems more likely to be a logistics move than anything else to me, but obviously that's speculation based on limited available data.