My sentiments exactly baba. People need to size their position in the stock based on their own assessment of the RISK, not the reward. If you believe there's an even reasonable chance that the VCSEL won't work, your position should reflect that, and you would wait for the final integration before committing to a 100% position. Me personally, I believe that they are now doing what engineers love to do, tweaking for maximum market impact. They've got their window of market opportunity waiting, Q1 '17 AOC, but they've got the next 3 months to improve it. So I think there's almost zero chance the VCSEL won't be optimized in time, therefore I am already fully positioned. If your position aligns with your beliefs, you should be able to sleep well and wait.