Kitesurf, I liked your explanation. Her's something else to add. Ever eat OLD PIE? It's nasty and UNWANTED and stale, etc....
Your point was well made about the OLD PIPELINE and then trying to upsell. Have you ever had the disaster of trying to take away a benefit from employees? It's met with the same level of non-appreciation. (tongue in cheek)
I doubt highly Infineon management is that dumb, at least I hope not. But I suppose only time will tell as you nor I are in charge of Infineon. Good insight.