Since we appear to be without words right now I would suggest people take the opportunity to listen to the IBK call again. There is lots of information there that is worth hearing a second or third time.
https://cc.callinfo.com/play?id=7r2742.
And it is good to remind ourselves of one take away by Suresh:
We are engaged in commercial agreements with very large and probably the largest networking and telecom companies in the world.