If Jim has us positioned correctly by them, and I think he is well on the way, then the ITC will mean nothing if it goes, we will be in the best competitive position. Maybe another reason the 3d cell isn't out there yet, holding it in reserve for critical competive advantage next year. On the other hand, if the ITC gets extended then we are in a even better position.
If the ITC does expire so will a lot of companies that rely on it to support their market position. Take it away they will fold leaving the market to those with strong monetary positions.