Yes I do. I've met with some SpaceX folks and I do like their work and designs. I still think they are pretty much in their infancy to jump leaps and bounds to the ISS. While the majority of failures of launch vehicles has been in their first few flights (Boeing, Lockheed, Russia, China, U.S., etc.) I still feel SpaceX has more hurdles to work out. They have alot of uncertainties in their launch which could be a problem for small payloads needing decent a priori or for precise orbit determination techniques.
Falcon 1s are very cheap which is why NASA piggybacked for a ride. I would be very impressed to see of Falcon 9 get more outside purchases since that vehicle may take man to the ISS. I do know other U.S. government agencies are interested in purchasing some Falcon 1s to do large small satellite constellations. Elon Musk has a special interest in that area and been told he's in talks but nothing has fruited from it yet.
Orbital has been somewhat under fire. JPL/Orbital's OCO plummeted to the ocean after its Taurus fairing failed to jettison properly. Orbital has also been managing a few over funding, severely delayed projects that were at risk for funding cancellation (ex. NASA's DAWN and SOFIA).
The budget for NASA for this fiscal year has been increased by 5%. However, the total budget for the Constellation program was suppose to be significently increase over the next several years of about $5-10B. NASA isn't going to recieve that large of a increase over the Obama administration (or I seriously doubt it). Although NASA has an increase, over 4 years it will have a decrease in funding proposed by the Bush Administration.
Again, don't get me wrong. I think private funding is great, more companies and such. But we don't really have a MO for space right now. Therefore any company would have to be building for the consumer. NASA is very interested in funding firms for research and development because the agency can't directly do it themselves. But they are very much on whim that the new start ups we'll see is going to have breakthroughs for them.
We are everywhere right now when it comes to space. The Augustine Report is all over the board (and planets). The Decadal Survey is always intersted in new space exploration areas. The Obama administration is focused on climate changes to Earth. Companies like SpaceX, Bigelow, Scaled are all betting on suborbital flights. You would argue that we're expanding but I am saying we're misguided. It's like the Oakland Raiders cutting everyone and starting with some fresh outs from college, and banking that their new high school QB is going to throw a Hail Mary in the Super Bowl. And when it doesn't happen this year, or next year, the public's interest will continue to die off and look elsewhere.
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