The point is though Andrew that switching to carbon extrusions won't give any major change in performance whereas a change of foil format could (possibly a vast change). As Kris has pointed out this would create the 'haves' and the 'have nots' and that is NOT GOOD.
Having some all or part carbon boats might make a slight difference but is unlikely to create an arms race as the greatest variable and effect on performance will still be the sailor on the tiller.