My recollection was that the other company was Toshiba. I saw the Sharp, but it was hard to do a good evaluation of a prototype.
I heard November too, but nothing since CES. Given the usual vaporware issues here, I would not expect anyone to ship these in quantity before first quarter of 2002. Maybe December 2001, if you're lucky, but don't hold your breath. Anyway, you will want to wait to see who makes them and what they do. There's a lot of differentiation among the DLP manufacturers, and I'm not so sure I'd just jump on the Sharp horse if it's the first out of the gate.