If Nacra / Hobie were to come into the class it would be good. But if they were to come in planning to change the class, by say upping the Min weight then it would be a disaster for the class. I do not believe there is room in the market for another 16 foot boat around 130kg. We already have one and it's called a Spitfire in the EU. There is also the H16 with a Spi.
Hobie / Nacra building to the current class rules would be excellent news. An extablished builder building boats at 104 / 107 for sailing single handed and 2 up would be very good.
Building heaviy boats for sailing 2 up only would be the end of the class as we have it now.
For single handing all up weight is the driving factor IMO. 104 is OK, 130kg is not.