I agree a lesser device that's available now is more enticing than a more powerful one that's not available.
My comparison for that was when I bought a caanoo while I was waiting for my pandora, the caanoo arrived in a few days. I played it quite a bit, but I always saw it as something to fill a buffer, even thought it's a solid choice as a "do all" device in it's self.
I know some will see one or the other, and I agree if someone releases something comparable that fills the niche the GCW has, it may eat into their sales. But at this point it's kinda late in the game. This is really honestly the end of the wait. I'm driving out to help justin next weekend to flash devices and get them out the door. The endless wait is over.
Would it be enough for most of us to switch over? (hobbists/collectors/sceners) Don't really think so, I think most would end up just getting both.
Would it effect the lurkers and people just looking for a handheld? Very much yes, price, availability, function, then performance, in that order is what's important to those types of people. Where I feel my priorities are the exact reverse of that, price and availability are kinda the least of my worries.