I don't think they have a clue. I think they like August to be a slow month and they are gambling of no July submission. They could be in for a surprise.
ATL, I suspect one's outlook and patience on the company and its lack of visibility is at least partially a matter of age. If I may use a golf metaphor, I'm on the back nine - hopefully no more than the 13th or 14th hole. Based on a couple of comments you've made in the past, I suspect you may be having a bite in the clubhouse or at most the tee box on the 10th.