If they are heading quickly toward commercialization, then that would mean that something was demonstrated to one or more potential customers. If not the VCSEL or the oscillator, then what? and if it were either of those things, would that not have been newsworthy? or could the new CEO have decided such successful demonstration was not "material" enough to publicize (wanting to maintain stealth mode even longer); rather, the material event would really be the signing of the contract with the customer?