Sony, for its part, is working to make that secondary display massively more appealing -- the company's latest generation of high-end camcorders adds an HDMI input, with an option to display content from any compatible source (a full-size adapter ships in the box).
Investors that are valuing the company by applying a valuation multiple to 2011 or 2012 EBITDA forecasts, figures that will be temporarily depressed due to higher input costs, will end up with lower valuations for the company than us.