Yeah, pretty clear, but at the same time unlikely to be provided. Dan can’t give a guarantee due to the number of things outside his control. He is also careful to caveat any assurances (I try not to characterize them as promises due to the inherent uncertainty) with the statement that things unforseen may change and cause him not to meet whatever goal he sets (except that when it ships it will be wonderful).
It’s likely the delays, and any others as they come, will cost them some current customers. But I don’t believe that’s material anymore. They could lose a third of the current pre-order and still ship to 10,000 new laser users (based on most recently reported numbers). That’s an awful lot of new lasers. In fact it’s a pretty extraordinary number.
The 5,000 dissatisfied voices won’t substantially impact future sales either I wouldn’t expect. Hard to argue with the upbeat cheerleading of 10,000 excited newbies. The 5,000 would simply be put in a position of second guessing and complaining about the past while the 10,000 cheerleaders will be gushing about the present & the future.
There really isn’t a substantial downside to delaying it as long as there continues to be progress forward until the competition catches up. If they do, it will have been an expensive mistake. If they don’t then it’s brilliant management.