nyt on new lamp delay, page-24

Is anyone other than me buoyed by the fact that we are seen as threat enough that our competitors have no other option than try and discredit or stall us in any way possible? If it is the Chinese or Moly behind it all, they must eiher have a high opinion of our operation knowing that once we have customers we won't lose them, or be really scared about us having first mover advantage.

Either way being the biggest threat to me means we are going to be game changers, and that there are probably a lot of people under-estimating that.