Musings of a rando:

1. What track-record does that big maybe-competitor company have in terms of projects reaching completion? Do they have a history of cancelled projects or saying things just to spook people away? Are they strongly marketing it, or just hinting that they're considering it?

2. Is there anything you can provide which that company won't (or can't) because they're too afraid of cannibalizing or distracting from another product of theirs?