> The first thing that comes to my mind is that in 5-8 years ... they can selectively upgrade that 5% or so that require something larger, while leaving the oth

> The first thing that comes to my mind is that in 5-8 years ... they can selectively upgrade that 5% or so that require something larger, while leaving the other 95% on the previous iteration. In other words, they'll be in the exact same position that they were evidently trying to avoid from the start.