This theory has no basis in fact and is just that a theory but one way to infuse a lot of cash is to be building these weapons on contract for another country say Iran or N. Korea or selling them on the open market.
As the Chinese curse goes "may you live in interesting times." Combine this with the leaderless revolutions in Tunisia, Egypt, and Jordan and the world is in for some interesting times.
A word on the protests rocking northern Africa and Jordan there is only one group organized enough to fill the power vacuum left by regimes falling. These are the Muslim groups such as the Muslim Brotherhood and its affiliated organizations. Already Mohammed el Baradei is negotiating with the Muslim Brotherhood for a coalition government. The Brotherhood member has already asked the Egyptian people to prepare for war against Israel. If the Brotherhood does come to power in Egypt Israel will be surrounded all it would take then is for Iran to say go and Hezbollah and Hamas will launch attacks followed possibly or in conjunction with an Egyptian military the US has been arming and training for over 20 years.