I don't know about that Baba. I truly believe they know it works and it has been demonstrated as such to the satisfaction of the buyer. The buyer spent millions on due diligence long before this point in time. And I believe there are components that have been qualified. I believe customers are waiting on the full complete receive and transmit optical engine chip set not just the ROE. It would not be that unusual and could also be part of the no shop clause that disclosure on the progress has been kept quite in co-operation with the customers who have paid for the prototypes and collectively don’t want disclosure until all deals have been signed off on.

As far as the revenue projection I also expect that the projection takes into account the typical curve of acceptance and the gradual winning/displacement of existing supply chain as it quotes POET’s market application TAM.

As per some of the direction of guidance from POET:

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/719732-revenue-guidance-2019-and-single-customer-sam-hcw-presentation-2018/messages/2214838#message

And just in case people have forgotten. POET management/insiders have invested a significant amount of their personal money into the debenture. I sincerely doubt they would have done that unless they knew the platform was sound. I doubt they want to risk  the loss of both their jobs and their investments if there was any significant chance of this going south.