Yes, but where we differ in our opinions is this. I'm not only encouraged by what I think a strong management team is capable of, and consider the matter of product/ technology quality as a separate issue, as you indicate you do. I'm encouraged that a management team of this caliber, who have a much closer viewpoint than we possibly could, have the confidence in the technology and the odds of success to put their time and energy, expertise and reputations behind Sigma.
That's not to say that there is no chance they could be wrong. Of course you cannot be certain of success. But Rice's business smarts -- in addition to his impressive CV -- come across through his communications. I just don't think that people with his degree of formal and street education take on this sort of work -- particularly in a case where this might be their last big endeavor -- without a pretty high degree of confidence, not only in themselves, but in that which they are signing on to sell.