We're dealing in facts not conjecture sum4all
AE is developing an ultra clean process at the behest of some or one large company which may delay the PEA, this implies they are very interested and AE is willing to bend over backwards to accommodate their requirements to the extent of possibly delaying the PEA. The fact he is taking this course of action indicates the customers are very important and worth potentially breaking his Q4 PEA promise. To me this is very bullish and I bought 10k more shares today.
What's changed - things just got a lot better!