so, long story short, PNP has been allowed to push out to Q3-31/July any rebalance of $20MM worth of capital (2H2015 sound familar? *cough* PTK NRE stream *cough*), and also been allowed the entirety of Q4 (until the end of the year) before their overall 50% margin ratio has to come down.
read: looks like pressure on PTK (from any real-or-imagined PNP blowout risk) has eased up considerably.
... this is excellent news.
GLAL,
R.