@ Gus -
As I would consider myself a commercial user, I don't think the answer is quite that cut & dry. While the Fez concept is great for some applications, I'm reading that many more commercial applications are using their own ports to the HW, being able to customize items at the Native runtime level. From my own perspective, If GHI would make open source the BASIC (non proprietary) tools to be able to do this, specifically for their modules, (even if a NDA / Non Compete was needed), it would certainly be a VERY POWERFUL incentive to not look at designing a cheaper module, but simply sticking with buying pre-made ones / or working with GHI to produce a custom one, and allow the creation / debugging of Native code when specific Deterministic behavior is required. (I know some of this exists already, but I'm specifically speaking around the G400)
Secondly, Given that the VP of IT at the company I contract to is a hobbyist himself, and has created several projects with the rasperry pi / Arduino platforms, I've quizzed him on why he is using those vs the Gadgeteer ones, and the answer simply comes down to advertising. He just isn't aware of the differences, especially after hearing him complain that "the instructions were printed right on the board, but can't get it to connect",, or it said to add a "bypass resister", but he had no idea why (it was a pull down on a port similar to GHI's Load Module). He has absolutely no idea about the debugging tools / intellisense that VS offers.
Lastly, given that their is a stated commitment to focus on Netmf, will the modules that exist now still be available in the future, (ie Load module, Ethernet, ect), but just with a different connector style? I'm working on a back plane at the moment to accommodate large numbers of Temp sensors,, and wondering if there is a standard type of connector I should be looking at, although I'm leaning towards a similar idea to Bec a Fuels board, but customized for my specific application.