The one word that was used multiple times in reference to the product road map was deterministic.
I think your conclusion was correct Rainer re the tender being successful.
There is a need to supply the NA Tier 1 with volume. Can that volume be sourced from DenseLight? Initially I think it will have to be but I think they will ultimately supply from NA sources for NA demand. It has been noted that the last presentation that we observed from DL had the Acacia patent detail removed (a little too much information). We will have to wait for the tear down to be sure.