An interesting part of the article says "SpaceX’s existing business faces headwinds. It expects to see declines in launches of its workhorse Falcon 9 rocket fo

An interesting part of the article says "SpaceX’s existing business faces headwinds. It expects to see declines in launches of its workhorse Falcon 9 rocket for 2019 and perhaps 2020. Global demand for launching commercial satellites, its core business, is stagnant, with some satellite manufacturers and customers looking to permanently exit the market segment." Commercial satellites is broad - does the above mean that the market is stagnant for high orbit geosynchronous? If that's the case, then the advantage would be to Electron - but that assumes something about the profitability of low orbit. A reference, where the WSJ got this information, would have been nice. Otoh there are capabilities - and many distinctions between SpaceX and Electron. On the other though is the market and demand and you could have something great but if its market isn't likewise then you're going to be hampered not on the, shall we say, supply side of the rocket you offer, but rather the demand side.