Hey @meredorn welcome to Hive and its great to see this be your first post ever! I hope you have many many more, you did a very good job of laying out your thought process for the upcoming set.
I like how you laid out the points with not only your opinion, but you also gave us a framework to analyze it.
I don't really have a feel yet for how I think it will do, but you've now started me thinking in the terms you used, so I think that's very cool!
Keep it up, your post was interesting and informative!