In the ASM presentation 2019 Lebby stated that LWLG signed several nda’s over the last 12 months ( since May 2018). Assuming the first NDA was signed in May 2018 this would be almost 20 months. So yes, deals - plural- could come anytime between now and the next ASM and could take any integration format ( material only, modulator sales, integrated Photonics device system, co packaged with legacy systems.) We have no idea what business model(s) or combinations Lebby c.s.prefer at this stage. My opinion: LWLG wants all options open for now and LWLG has the capability for all options !