Because we have a different point of view than you, simple as that. I cannot speak for what others think, but personally I don't have that much of a problem with moved timelines simply because we have the design win. Clearly, our clients don't have a problem with the moved timeline, or else they would never award the design win. In fact I dare wager they too had to move their own timelines due to the macro issues.
Like you, I'm not happy with the moved timeline. Like you, I'd rather mgmt admit some delays happened. But unlike you, I sympathize with mgmt as well, and I recognize they tried to make it work with what they could control. At the end of the day, they delivered the design win, with more to come per Vivek.