I would say you've about nailed it. When something doesn't occur that Weber said months earlier, they jump directly to lying. I dont think that is the case. They hurt their own credibility by always jumpning the worst possibilities when the in between area can be just as devastating for the stock, yet a ton more credible. The man just does not do what he says many times...nothing more. That's called just plain failure to launch (so to speak), not lying. Yet if he fails to do things, people don't take long to stop just believing he will. Of the things he does do, most of those are later, sometimes much later, than he predicts.

But I do think his intentions are genuine when he says things, but just over-promised and under-delivered. He should work on both sides of that equation.