Bill, I suspect the comments on DCC were for their existing HO market. If I recall, there was a lot of grumbling in the HO community that the trains were nice but we don't need no stinking DCS. I am sure there are some in HO land that are happy that DCS is being ditched.
I would not read anything into the comments on how they are going to approach S. I wonder if even they know at this point. They probably have an idea but that is about it.
Besides since they are competing in the HO and N business they are dealing with 85% or close of the Model Railroad market not 85% of S.