Drop in Price:
They put out a recent PR that says "never fear, we're on target just like we said" and then said something to the effect of "whatever people have told you, it's not true".
I wish I knew what the unfounded rumor that I didn't hear is. Dollars to doughnuts it's 100% true - and thus the price drop.
They were hyping the crap out of the wireless business, and continued PR was expected. Now nothing except 7-11 in Puerto Rico.
A serious delay of some sort at a minimum - loss of one of the core business interests possibly. I have to assume the absense of Dallas Robinson's name (as was noted) is not significant. I it is significant, then there 2 + 2 for us all.