Sorry to you, but maybe you should try to read my post again, because I mainly agreed with you...
But I'll repeat it for you: The numbers of HP, Casio, Fujitsu were NOT disclosed within the pr's (as I copied & pasted in my post), but in the 10k in April 2006.
BTW, I'm convinced, that the 2006 scenario is not only possible, but if it happens, it will be much more substantial than in 2006.
GLTY