Mac: I think you hit a bulls-eye with your succinct impression of the AGM. I was about to pen something similar, but you beat me to it. We know that they have produced a VCSEL (s), but what we now need is volume. (yield) No use in signing NRE's until you can prove both quality and volume, and then sign from a position of, not just strength, but dominance! I get the impression that we are oh so close though, and we have the team to get us there in Ajit, Subhash and Suresh. Thank you Kath, Brightech,Babaoriley and Mazan for your trip and feedback from SJC. Cheers.... Cam