There is plenty of value in companies that deliver on what they say they are going to do. "No surprises", but based on their track record as you have stated, I would think that the "market" would be confident (as we are) in their ability to "do as they say" and get to the revenue stage in the next quarter or early 2015. For me, the "Big Surprise" is the stock price not reflecting their "executed plan to date" and what is on the horizon.