That's what I think might be happening behind the scenes. The CEO, if I had to guess from everything I've read, has been hoping for a huge windfall victory from Apple, and has refused to negotiate in good faith. Which has harmed Masimo shareholders. This is why the CEO put in the poison pill, so that Apple would have to eat a huge payment directly to the CEO, taking that money away from the shareholders. Thus the institutional investors in Masimo are angry. But that's a lot of speculation still on my part.