Yup, your right entirely. But, like everything else in the media, i think that the whole issue regarding these 445's will wane away into nothing.
I just know that had i bought a 150mw 473 for a pretty big chink of money like i planned to, i would have been totally gutted to hear about these 445 diodes. I believe the prices for 473's will simply have to drop. But i don't think they'll drop by a massive amount. Like you say they will still have a demand.