In the conversation with
SKS archived by unclever,
it seemed clear to me they have declined to deploy serious resources to this space, they follow the space closely, they believe they have experience in this space development so to speak (grandfathered first mover if you will) and anticipate that sometime from YE05 to Mid06 it seems they are goingto have to devote some resources (which of course pushes the breakeven date, albeit sensibly IMO).
The above content is my opinion.