I think it was pretty clear that the company is conscious of the cash question and I think would prefer to solve it via NRE. They do have some runway.
Would have liked to understand the BB product offering and when in 2016 it is coming to market. They said only 5 people come with the acquisition, so while they are supposed to have product out you have to wonder about the depth of their distribution channel. Could be they will also benefit from the DenseLight channel....