As you have requested:
I was not on RB
I am long on SEVU
Been reading the PR's but just found the board
Alittle more information, I have a long history with rising star company so I have lived the life. Now with mcuh slower company, still star but not going vertical. Sorry if my comments sounded negative but in my world we look at contracts on a yearly basis not $$ for the life of the contract. As to your #1 point I don't know what to expect. #2 pricing is usally fixed for the life that is why they make them for many years. #3 you are correct, except for Boeing, they just design you out. And I think we do have competition, it is more expensive and is not as easy to set up but it is still competition (security systems).
Just was trying to speak my mind.