[0] and [1] present zero evidence for supporting 60% as a current valid estimate. [0] even misrepresents the Morgan Stanley report (which actually supports my numbers, not his): http://blog.zorinaq.com/serious-faults-in-beci/#critic-6-aut...

Alex of Digiconomist is very good at writing long verbose paragraphs that "seem" to support his model, but when we look at his actual data and logic, it's full of holes, flaws, and poor assumptions.

One of the things we both agree on is that in the future (1 year? 10 years?) the ratio will tend toward 40 to 60%. But that doesn't say anything about the ratio as of today.