Well, I, for one, came away from that satisfied that most of the questions from last week were answered with certain degree of candor.
Volume production of OI will be Silterra
Volume production of OE will be Sanan
They are satisfied that this will meet the supply needs and they expect to have a fully, signed agreement with Sanan by the end of September of THIS year!
Four products are in final validation, to be completed by the end of 2020.
The Tier 1 will likely never be disclosed, they will just by product in volume
IMO, of course based on what I heard