I hope all the blank companies make it! Competition is healthy. It breeds new technology and we the shapers make out. EPS is ok but will it ever replace PU I think not and we all know the reason why. I shape both but I love shaping PU. The new foams far surpass Clark's previous product. I hoarded a bunch of Clarks blanks after his closure and once I shaped the new foams I realized they have far better foam quality. Consistency seems to have improved and now who ever has the reliable sales force (a few guys out there are just BSer's!), dependable delivery, consistent rockers, and custom stringers they'll be the cream to rise to the top. It's no different than any other business, if some of the guys aren't good at business they will not prosper. You can see who these guys are right now.