Glad you asked BobF, happy to tell you about it, here's one such scenario... a world in which AKP secures only 10% of the speaker market. Even mildly savvy investors will of course be aware of similar technological disruptions such as in the TV industry, where CRT TV sales within the space of a couple of years went from 99.99999% of the total market to 0.00000000001% of the market within a couple of years. Hence a market share of 10% is an extremely conservative figure...
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Glad you asked BobF, happy to tell you about it, here's one such...
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