i is one but i dont think classic is a threat to retail. classic will drop off after tourists leave, and just steadily grow from other rpg fans, since retail isnt an rpg at this point, more of an adventure game. different audiences that will likely share players to some degree since same sub and then settle on the one they like best.
if ion will just quit thinking like a dev for a bit and think like a player, retail will do fine. they have been ignoring player requests for years now, on one of the most important decisions a player makes - the race of their character. let me show you just how serious this is, how important this type of stuff is to the players. click that and go look at the work they put into that. its insane.