Sounds like we are pretty much on the same page then.
I think the only problem with your argument is the fact that "the right direction" is pretty arbitrary and unfortunately, and I know some will disagree with me here, we here at OS are pretty much in the minority as to what is widely viewed as the right direction.
And I don't mean that in the sense that we are wrong in what we want to see, but I think people that make decisions probably see stronger growth in other aspects of the game.