I agree with much of what you`ve stated except for your take on IFE vs hospitals/cruise lines etc.
It`s my understanding that the recent IFE opportunities offer larger initial orders at a much quicker clip than other target markets that are fetal with respect to the current portable IFE prospects.
My info is about 3 weeks old so your info may represent more current revelations...and then someone might have misspoke or I may have misunderstood.
As for BOW, his early sabre rattling about the embedded system vs his reality of having blown up his relationship with EDIG and now having issues just developing a portable, says it all.