I think many here are missing a very, very, important detail. In June, management stated that they expected revenue from the GaAs platform in Q4 2018. One month later they now say delayed with no guidance given. Does that not concern all of you? To me it says they had a partner and the deal failed. 

Yes this does raise the awkward question, as to what happened in that period? And indeed it could be the case that a deal fell through. But it could also be possible that they are still in discussions with a partner and now have a better idea of timelines. I don't agree that they haven't provided guidance as to how long the delay may be. 

Take a look at slide 26 of the CP. it includes AOC revenue in 2019, with this comment below the graph Revenue poten'al based on conserva've adop'on rates of highly differen'ated products in each market and strategic partner for GaAs based AOCs