Dr. DSP's take could be right. There's no question John was the right guy to build that company during financing phases. (Note: I worked with him and the Achronix team as a consultant 2007-2009).
Now it's time to kick it up a bit with the Intel investment and a technology that's somewhat road tested. We'll see. You really hope something like high-speed FPGAs emerges as a viable design choice, IMHO.