Thanks FJ.  This matches one of the thoughts here, that they have been expecting certain timelines from customers, and may have added that into their idea of how much and how soon to raise funds, only to find that the delays stretched on far longer than anticipated.  I hope that investors will start taking into account the recognition given, such as the speech Suresh just gave, the book about their tech on Amazon, etc.  It's complicated stuff, and I can't blame investors for wanting to see actual sales, but this tech is the real deal.     
May they soon find the funding they need.  These are discouraging times for sure, and I hope and pray we, along with management,  are encouraged by some deeper and willing pockets.  
I'd do it if I had dry powder, but I don't.