"They haven't missed any milestones to date and have only been slightly late on all others."

Even though I'm not concerned about the delay, just want to point out that your statement is not a true fact. Some of the milestones were 6-12 months delayed from when they were originally announced and even 100nm was originally scheduled for end of 2013. Just trying to keep the facts straight on here, even though it doesn't change anything.