I told people over and over again, there is no way they'd be out this year. And you think they can see into 2007 from here? Why would you think 2007 is right when the SED folks have missed so many target dates? They won't be here for a year or two, count on it. And by that time competing technology (having had the wits scared out of them by what SED "could" do) will have beefed up their technologies so they are competitive, which means SED won't regain the premium price they had planned on and the R&D writeoff will be something ugly.
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I told people over and over again, there is no way they'd be out this year. And you think they can see into 2007 from here? Why would you think 2007 is right when the SED folks have missed so many target dates? They won't be here for a year or two, count on it. And by that time competing technology (having had the wits scared out of them by what SED "could" do) will have beefed up their technologies so they are competitive, which means SED won't regain the premium price they had planned on and the R&D writeoff will be something ugly.
Just wait and see...