By the way, if seriously they are more worried about SC, as it is hyped much more and buying ships is very important part of EVE experience. However reading forums those player bases also doesn't mix that well - EVE has been all about "real simulation of society", with economics, and doing freely all kind of scams and ruining game for everyone, because "rules are about to be broken". If I understand correctly, so called "carebears" called by "gankers" flocks en masse to SC. In result EVE has changed their TOS just now, and does not tolerate lot of obvious scams which goes out of borders of acceptable (like doing **** with alt. character, then leaving it be) anymore. Said that one huge gankers guild have bought huge fleet for SC already. However I don't fully get if they understand instancing rules. Seems not and it is just showing off.
If anything, ED and SC will be competition for EVE because they are brand new space sims with new graphics who also has potentially good MP capabilities, and potential subscribers will go to these new games first. They ain't one and only game in town anymore.