5 or 6 EDS manufacturers. Let's examine that. There are 2 main players worldwide, L3 and Morpho. Then 2 peripheral players in Rapiscan and Smiths, neither of which has a TSA qualified machine. I guess you could get to 5 if you include Nuctec who is Chinese owned and there is zero chance a US company wants to be purchased by a Chinese owned company if they intend to deal with TSA. So this story line of 5 or 6 EDS companies approaching them seems over blown. Also, given today's technologies just how would an ETD technology be incorporated into an inline EDS system? Current technology requires opening of the bags. How would that be done in an inline system? Wouldn't it make sense to get there first, technology-wise, on a desktop system? It is many years down the road, if ever, when an ETD technology will be incorporated into an EDS inline system.
