ABC, very good post and good summary. Every point makes sense. 

The biggest part for me is really the trust issue, how can we ever again take anything they say for real.

Technical wise, ok there were delays but they accomplished those different form factors and speeds. But business wise and SP wise they lost it completly. 

I was also lucky that I could lend some money which I needed for my business to grow, otherwise I would have been on the sell side this summer aswell. So as ABC mentioned - it makes totally sense that more people are selling then buying especially with this economic situation.

I didnt sell a single share! 

So waiting for my christmas present.