I think it's going to be highly variable how well the new competition does. Several of the newer ones seem to be promoting value to the renter, and paying less for points. That's not going to get them the point business of people with established relationships with the more established companies.
I don't know that it changes the 11-month/7-month dynamic of renting much. It's going to remain very difficult to rent into certain properties.
This is why the ones with lower costs to renters are probably not really doing much for competition, to my mind. While maybe they just have far lower profit margins, they do appear to pay less per point.
I am booked for AS Sports in the end of January because the discount wasn't giving a very good price on AKL so I started looking at a savannah villa at AKL, how lovely. What a treat that would be for me going solo right before my birthday.
We'll be looking at David's and another one. (Can't name non-advertisers). The unnamed one offers insurance that allows you to cancel and get varying amounts of refunds based on how long before the reservation you cancel. Although decent travel insurance would probably cover the DVC cancellation. I'll have to evaluate the differences.
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