Good points.
I was just going to state if QMC or Nanoco made a major win into displays, Nanosys IPO would not benefit.
I think Nanosys would likely try to IPO before then. They likely know where they may be about to lose market share as their current customers would likely be moving on to Nanoco or QMC and Nanosys would likely have wind of the competition moving in before deals are announced for QMC or Nanoco.
Nanosys has been doing a lot more investor education and interviews, in my opinion, this past year. That's exactly what they should be doing before an IPO.