FWIW, I think you are dead on and I have yet to see an answer that really settles your question. Only answer that makes sense to me is that the reults were bad, and now that has been revealed. Talking to other people and my own gut feeling tells me there's something more here, so I am not saying I believe that is the answer, only that it's the only one that makes sense to your question right now. You're asking the right question for sure.
Back to bed.