Bear, I think that on of the attractions is that they have improved the technology drastically, so much that other participants, like INTC, Philips (Philips even sold them the equipment on the cheap getting out of the business) and few others dropped out. More of the market is left for them, really leaving them to compete with DLP almost alone, without major technological risks of new unknown processes.
The new (higer pixel density) DLP is achieved not by reducing micromirror size and increasing number of pixels, but by using each mirror twice (three positions, one off and two on). I have not seen it, but such arrangement could easily lead to Moire problems due to dlight dispacement of pixels. We'll see. Mind you the resolution of the DLP is much lower than HDTV newer LCos.
As for rotating color wheels, some LCos use color wheels, other use a color cube and yet others "color dots", namely, each LCos pixel is covered with a filter (red green and blue, and if they follow the standard AMLCD aproach, probably 2 pixels with green filters for each gree and red filter.)
Market Data 
Markets 
AI
