Exactly.  The R&D shift is to Asia, which seems to indicate the Diamond Touch acceptance as the next flexible touch screen surface, is encouraging.  They mentioned the clamshell market opening up an addressable market somewhere around $750M alone.

And that announced cost cutting savings is only based on the second half.  Double it for a full year.  That cuts their monthly nut by a significant amount. (25%)

I'd say there is a new ramp in town, or at least, on approach.  I hope there are some dollars involved, not unlike the last negotiations.  Hopefully they can surprise on or before the next call.  Given the Q2 numbers won't reflect the ramp nearly as much as Q3-4, the timing of news might be delayed, but I think we will begin to see more and more bullish news in the months ahead.

What the flexible markets bring to the table is a long and bright future well into 2018 and beyond, lowering the risk yet again for this small company on the verge of a major breakout.