that is all a good possibility, I am going to go with they have had discssions and deals in place with some of these big companies all based on the results of the VCSEL and detectors being what they wanted or better, I think a company would have a "If it is this then we can do that" type of deal in place and I am sure it is based on them getting the reults well before us so this is a result of there discussions.
just a guess