I want to make sure I'm interpreting this. (it's still sinking in)  Our JV is essentially a supply/manufacturing agreement, which doesn't even take into account an end customer.  (The list of names associated in TM's presentation included Huawei, which is already in bed with Sanan IC, but also all the biggies like FB, Google and Amazon).   To me, this satisfies the volume manufacturing clue that Mika dropped in his previous presentation.  

Where does this leave Accelink?  Are they still part of the picture?  

Would it be correct to assume, that a similar JV approach will be taken here in North America, prior to revealing and consummating the Tier 1 agreement?  If that's the case, then the short term will be very interesting.  25-50% savings on conventional products, with the ability to scale?  That might be one of the biggest nuggets of today's release.  A tangible and dramatically differentiating price point.  

That still leaves Europe, and the Indian Sub-Continent which aren't small markets either.