Clear from today that they need sales and marketing help in a big way. They have had tons of time to prepare for today. Their main messages were badly delivered. Seems like they need to get their sales pitch to customers and investors better focused on the technical and cost positives that they have. Given the good news on InP and their revenue and margin projections for 2019 and 2021 that should have been the lead point. Thankfully Mike W got that on the record. How they can meet their sales target given their track record so far will be a challenge unless they get some people with the right skills and contacts to get this stuff movinng quickly. They have a strategy but they must excute. I fear they don't have those skills to do so at the present time.