This is moving fast. As of the last call they barely mentioned the smartphone market and pushed it out into 2018. Now they are in trials with OEMs, testing actual product in just a few months.
How long before the Colorado plant is at 100% capacity and when will they expand operations? Seems they might already be expanding in Asia.
The next several weeks is the window for the GIS agreement to finalize, then watch for the fireworks.
Also, they announced that the tablets were volume shipping in Q3. 2017 will be good.