mymoney,
the way I see it, if Bill gets it on the rails, the momentum will continue. It is far easier to sell what has already been sold. I just don't see him not taking advantage of that momentum.
When people get burned, they are understandably afraid of what burned them. It is common sense. The void and the reaction to it is completely logical.
Anyone is capable of acting out of character, but I just do not see Bill as the guy speaking without some care about the content of his words. Throw away the prior circumstances and I think most would be far more comfortable with the current situation (the void).
The question that has not been asked around here lately is what if Bill's take is accurate, but modestly overly optimistic on timing? Wave is not priced for that scenario. Lots of upside if that is the case.