WC8, much prefer to hear both optimistic and pessimistic points of view.
I don't know if your suggestion is correct. I suppose it could explain a reason why WS left management, but I think it would be inconsistent with the sentiment of the Feb 1st announcement.
Having said that, is your suggesting based on something you've read between the lines in a discussion you've had with WS or were just brainstorming to explain the delays?