"1:19:00 David Lazovsky: So the question had to do with some of the terms of the strategic engagement and so maybe to provide some clarity, without going into the details of the definitive agreement with this partner: one, there is no restriction associated with providing the use of the technology. We have no restrictions—or let’s call it exclusivity—associated with providing the technology exclusively to this partner. So that is most critical. We have also fully aligned with the, at the starting point for the engagement, on what the end goal was, which was a commercial structure for pricing for DR4 400G and for FR4 400G parts. We have aligned and agreed on what that pricing is"
I believe this comment is particularly interesting and positive, because it speaks to how advanced this agreement is. To have already hashed out a pricing model for our technology, infers a rock solid confidence it is viable, not to mention close to fruition.
Exciting days ahead, PTK is a coiled spring. Can't wait for the reveal party.