How has stopping orders improved leads times, and by how much? Of course they did not stop taking them when they said they did there has been plenty of time to see results.
In my view they certainly show no evidence of having learned lessons, apart from the lesson they can still fool some of their customers. On 12/2/17 they claimed they'd be working on large batches of these 4LEs "at the beginning of 2018". 2018 Q1 is drawing to a close. If I, someone who has nothing to do with the company, knew they weren't capable of delivering on that promise, why didn't they know it? What lessons have they learned that allow them to continue to fail like this?
Remember that this is a knife they thought they'd have done in 4 months but padded the lead time to 6 to give themselves plenty of runway. There are people who've been waiting more than a year.
They aren't delivering because they can't. They haven't learned lessons, because they can't.