Opty..I like the way you think..optimistic but realist as well..I agree that there is a greater combined / synergistic vision here that has not yet be put into place / realized (i.e. your baking / pie analogy). The moving parts may yet come together as an engine.

Even if they don't come together as a engine, the parts seems to be potentially worth some considerable value. There is a greater picture here and I think that some of us are starting to get a glimpse of the vision.

AIMHO