YES. I'm sure someone will quote it, but he said "a month ago I was at ECOC" or something like that.
Last couple minutes was the only part I got excited about. Paraphrasing...
He said after we get wafers back from the foundries, we work with packaging and transceiver partners but he has to be careful with what he says since we're a public company.
To me, that means we've been working with a transceiver partner at least since the May meeting when we first saw wafer results. That gives me confidence that we see a transceiver demo at OFC in March since it would be about a years worth of work to get the prototype done.
That's the golden ticket.
News 
Market Data 
Discover 
