Agree with your points.
To me commercialization was baked into the price. I even said don't expect big PPS movements from release of INSPECT and DEFORM in the future. We all expect those to release, not releasing on the other hand would cause big PPS drop.
I'll even take it a step further. Some of us expect revenue to start coming in, and to some extent even revenue is baked into the current price, but that depends on the size. If Sigma comes out and says they get a $100K order for Inspect to equip 50 of GE's printers, I'll hit my sell button the moment that news hits. The other extreme is that they announce a $50 million dollar contract to equip 50 of their printers. We should expect a substantial increase in PPS. Both are extremes, and both are "UNEXPECTED". That is what drives PPS, the unexpected news. Anything we talk about or generally expect, might have temporary PPS impact, but nothing that will stick.