for a minute there, I thought he wasn't going to mention ixcell at the Roth conference, but he covered it at the very end. I think he said he was "excited" about it. That is a good sign. I will listen to the replay sometime and make sure he said that for ixcell or for everything.
updated with more thoughts -- They clarified what self pay meant. Self Pay is everyone except Military. Military is 10% of the market.