It also sends the message that LEDs are being accepted and offered to a wider segment of the public. There's enough room for a good number of 'players', and this just says the door to more general LED availability is opening up. I wouldn't doubt that if Walmart offers the one type of LED bulb, Cree will seek to have theirs placed on the shelves there as well, so Cree still benefits. More for everyone. It's not a zero-sum game. LEDs are here.