My interpretation of the statement you highlight Wake rests on the meaning behind the phrase that follows:

Optical Interposer solutions that are not yet fully developed and which no customer has yet adopted in a production line.

I think it is a step to far to interpret this as there is no approved product or customers which is where some were going yesterday. I draw some comfort from the word ‘Yet’ as it also includes work in progress towards the aim of achieving approval and production, which after all is the project step where I believe many feel we are currently at.

To my mind as each application has to be developed for its particular customers specific requirement and approved before production, that is a stage beyond concept approval where a working prototype is provided to a customer for evaluation. We are not to be told who customers are, though the interest of customers has been pointed to by management.  Clearly this is an area where the company has to me tight lipped and I do not think we will hear anything about until 31 Oct 19.  My gut feeling has been that it will be the new year before we hear of orders and production.

sula