Trini49: it appears to me that there is a problem with the VCSEL, I am sure the problem will be solved but the question is how long will it take for it to be solved.

Quoting Ajit Manocha from the THM transcript: "So now when you start the process from, again, starting with new wafers, by the time it finishes, it may not happen by June 30th, but it doesn’t mean we are going to miss the milestones. But I want you to just have the mindset here that when we say Q2, [it means] plus/minus few weeks. It’s not plus/minus quarters."

They are now late by almost one quarter (singular). Taking Ajit by his words that its not quarters (plural), they should have completed the integrated VCSEL transceiver within the next six weeks or so. Who knows, perhaps it is completed already. Rumors are saying so, but rumors are just rumors, so don't rely on them. Anyway, it would fit into the time frame, except perhaps for that export permit. We don't know the purpose it is needed for, but it could delay or could have delayed the wafer run somewhat.