Tim over at Masiguy offers his take of the new SRAM road shifters. In his opinion, they pose a more significant threat to Shimano than Campy does.
"as a Product Manager for a bike brand, it gives me another option for road parts, which is always good. Also, it creates more "pressure" for Shimano...Maybe it is just me, but this could prove to be some of the biggest news in road componentry of the past few years."
SRAM - who also owns Truvativ, Rock Shox and Avid - is already much better positioned to offer the elusive "complete drivetrain" than Shimano is. More info on SRAM's road stuff from Cyclingnews.com.