(Absolutely baller move for LSL to hire that guy)
Because the AZES is clearly a double-cutaway S-type guitar shape, but it is just different enough to spot. And that then raises the question of whether Fender's own variations are as noticeable, because one of theirs has an AZES-type top cutaway.
This is when the penny dropped for me on that first point — when I read last week they had sent a letter to Ibanez.
Fender's weird CEO did say it's "not about all double cutaway" guitars. But if it is about a PRS and it is about an Ibanez, they are going to have to get somewhat specific about what they are claiming.
ETA: I reckon Fender will fold, because I think the second point is entirely possible. If CBS could have stopped Leo Fender selling S- and T-type body shapes entirely on the basis of what they owned, why did they only secure what amounts to a non-compete agreement?
The big risk for FMIC is in discovery on this point, I reckon. It will do a lot of harm to their reputation if it turns out they have been properly advised they have no claim and they've gone ahead anyway.