I'm not trying to couch anything in a right/wrong evildoer/saint perspective per se. I certainly hoped that Lee was correct and that the hole would pass smoothly, but there was no reason for me to believe it. Wave acting out its enthusiasm has no predictive value. One can hope that they have gotten or are getting better at that, but until there is at least one bit of evidence indicating they have improved on this, I'm sticking with the assumption of not.
While I look forward to bazillion dollar orders, I'm terrified of what they will do with the resources afforded.