Also, with the unfortunate Tsunami in Japan, everything was delayed and now it looks like stage 2, 3, 3.5, and 4 are all happening back to back, plus with all the "M's" already released, there's not much of a strategic advantage to stage 2 any more. Things have changed once again. No one could have foreseen this either.
My hope is that Jarred's hinting is more about a change to stage 2 - that it will become an option that could be more like stage 3. We committed earlier, but we could have the option of returning our Red One (if we haven't sold them off in some weird transaction), for some sort of deal similar to Stage 3. This obviously doesn't seem like a financially wise hit for Red in the short term, but in the long term, Red has a clean slate of cameras to move forward with, without having to babysit a ton of weird transactions and a shit-load of second-hand Red One owners who certainly will not have "team effort" in mind. However, if there are happy customers with Epics, they will keep upgrading into the future and the brand stays in a power position, which could be more more financially rewarding to Red in the long run.
Plain and simple - I sincerely appreciate Stage 2 but Stage 2 could be a real mess, for all of us. Red has been an amazing company to deal with, what they have done is unparalleled, the cameras are amazing, they have moved the industry, and Red is in a power position... but with the potential of a gluttony of Red One's dumped onto the market, my fear is exactly what we've heard all along - things change.