I have some insight there because I compiled some of the questions & concerns asking if NanoTech might address them. The letter therefore has 2 dates: The 25th when it was RELEASED & the 18th when I sent those questions in. I do NOT know which date they were considering when they released their back-order fulfillment projections per letter.
BUT, my guess is that we will either get MORE INFORMATION in a MORE FORMAL fashion out either AFTER the Dividend (sor) date of March 31, 2014 or we'll GET IT ALL after The NAB SHOW.
I am personally expecting that we'll understand MORE than we do know AFTER The NABShow which begins April 5 - 10th: http://www.nabshow.com/