I have to agree with your post, I believe AVTC is the complete backbone for POPN! I've been in touch with AVTC in regards to the production, they said they would have a full scale production of the N9000 machines at the tail end of 2010 and into the beginning of 2011.... From what the website shows, they're in production!!
http://www.popngo.com/ Click on the news tab to see the picture of the N9000 in production....
I'm not going to predict the PPS here in the near future, but my gut feeling is much higher in the near future... IMO
Rumor is, news will be out at anytime.... Good luck and Happy new year to all !!!