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I would be surprised if it changed anything. This is the third time Red's made announcements on Scarlet, and announced shipping dates in the future. Why should the other companies change?
Now, when Red actually ships the product, and it actually starts to impact the other guys' sales, then that's when you'll see the other companies responding with either new products or price cuts or ... well, whatever they think they would need to do, at that point, to stay competitive.
But where do you draw the line of "good enough?"
Anything that would come out in competition with Scarlet, was probably set in motion the day Scarlet was first announced, back about 19 months ago. It takes a long time to bring a camera to fruition. Everyone talks about how "quickly" Red can move, because they're a small company, but ... Scarlet will be at least two, two and a half years from first announcement to first product being delivered.And while I partially agree with Barry that the big boys won't change until their bottom line is affected, they've got to be taking this into consideration in terms of their own development cycles.
For me the issue is being able to shoot 3k and 120p .
The only significant advantages of the 2/3" Scarlet is a slightly larger sensor (somewhat mitigated by Bayer), 120fps and RAW codec. However, it's lens appears to be much less feature wise and usability than EX1, HVX etc. as well as onboard audio, bundled IO etc.
Plus, workflow is still problematic. And we know nothing of build quality, reliability, and stability. And very little of IQ especially artifacts and issues.
I found the whole announcement at this late date underwhelming. I think Red as missed the boat on the sub $10k market. Unless everyone else stand stills for the next 9 month and Scarlet ends up being perfect, they are risking slipping into nichedom and very limited appeal.
RHowever, it's lens appears to be much less feature wise and usability than EX1, HVX etc. as well as onboard audio, bundled IO etc.
I dunno, I know there are still a lot of questions left about it, but I can't see why anyone would choose an hvx or ex1 over one now.