I would not be so quick to put a cap on this in the short term. All's it takes is 1-2 decent sized players to want in and we are many quarters higher. Don't forget we doubled in 2 months on less news - likely based on opening positions from some new, bigger players...could 1-2 more be ready to come in now....? 3-4? .....this is re-risking in a big way and it is now about getting on the ground level of the next great semiconductor technology...which appears weeks away....