I really don’t think this is a product intended to capture previous DAS users. It will capture some of course, but I think that’s because they otherwise fall into the target market for this product. I think the DAS changes were needed to facilitate the launch of LLPP, but I don’t think that’s the same as thinking that Disney launched this to convert former DAS users into users of LLPP and extract more money out of them directly.
I still think this will end up being a more mainstream product than people are giving it credit for once they fully roll it out, and that it will be closer to the decision process in purchasing a hard ticket event admission than a VIP tour guide, but time will tell. I still see it as an add on people will determine the value of for them and splurge on rather than a product for the guests so wealthy that $129-450 or whatever that range is per person is low enough to not give a second thought about purchasing.