Haka, My thinking is also around your "rumour" and "could". The make or break for me is McKenzie said they were 2 years ahead of the opposition. If this is the case then all light sources used in the next year should come from ARR. If someone else has produced a "better"/"cheaper" light source then we have again been duped and ARR are worse off than we have been lead to believe, except for the JV. This should not be discounted however. How many people have bought a cheap Plasma made in China??
