Will correct you on this point. At 3:48 minute mark on CC playback Steipp says the following.." we have an agreement with 2 customers that received prototype parts in december 2011 on design modifications to their parts that allows us to move forward with full production".
What Tom said they had an agreement with 2 companies they shipped to in dercember on design modifications to their parts that will allow us to move forward to full production.