I was about to point out the same thing, Sparta. It was a relatively small amount of their holdings and not a lot in absolute dollar terms.
But it sent out an admittedly negative signal that was GREATLY amplified by posters. Let's be honest, management can do nothing right except develop the tech at any time during which the price is falling. And regrettably, that's most of the time.
The tech development appears good, but turning that into revenue has been slower than anticipated.