I can't help but wonder if management sometimes finds themselves in a Catch-22.  They may do everything right, work their tails off, only to find that their customers are simply not ready or are changing their own plans.  At that point, what can they share and how without saying anything that would make their customer feel blamed or unappreciated.  
They are trying to break into some truly big markets.  I think they do have the platform products to do it, and I am prepared to wait, even if it's disappointing to have more delays. 
I also trust that they are doing their best and have all the data and understanding of the situation that we don't have and which could be difficult or even unwise for them to discuss publicly.  We don't know what we don't know.
We are still in the game.  That is what I am glad to hear.  Holding.