No it does not change the analysis one bit. All it does is convey that the roll film market has a set of different set of market dynamics for which Kodak elects to compete in. Clearly sheet film is a horse of a different color.
I primarily shoot sheets and in this regard the difference between TMY over TMX is quite simple. Both TMY and TMX exhibit stellar straight line density booking character so here is my observations as to why TMY is a superior emulsion over TMX.
1) Film Speed advantage TMY over TMX. While you claim speed is not a concern for you, for others it is a huge deal.
2) TMX is a very fickle film to process where rotary techniques since its inception have been considered optimal. TMY exhibits enormously greater latitude when it comes to processing this emulsion.
3) TMY does not have a UV coating whereby TMX does which is a disqualifying component for UV processes.
4) TMY has the greatest resolution of any higher speed B&W film which is a desirable component for roll and sheet film consumers.
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