I would expect a presidents letter out soon to help clarify this latest PR. When we were clicking along the track counting off stations knowing what stations are left ( we were expecting beta testing by Embarq and others, and the raising off the additional funds needed to get to full production, and large orders) now they have suddenly thrown the switch and changed tracks. This IMO would not be done without huge benefits. I would say there was huge demand for tech that would go further and faster. The less expense and less complex chip design is a benefit, but probably in and of itself not enough to justify a course change. If this were a scam a course change would be completely avoided at this point. So I would say funding may have been more available with a more pronounced advantage of additional speed and distance at less production cost.
Whatever the reasoning I would expect (in my train analogy) that the track was switched because the new track is straighter and faster, going through the mountain instead of winding up and around it.
Anticipating more detail, Ernie